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Rakuten Securities’s LPL Financial LPLA Stock Holding History

Rakuten Securities’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282 Sell
1
-1
-50% -$300 ﹤0.01% 812
2026
Q1 		$602 Hold
2
– – ﹤0.01% 720
2025
Q4 		$714 Hold
2
– – ﹤0.01% 719
2025
Q3 		$665 Buy
2
+1
+100% +$362 ﹤0.01% 750
2025
Q2 		$375 Sell
1
-2
-67% -$701 ﹤0.01% 736
2025
Q1 		$981 Buy
3
+2
+200% +$696 ﹤0.01% 667
2024
Q4 		$327 Buy
+1
New +$296 ﹤0.01% 690
2024
Q3 		– Sell
-5
Closed -$1.4K – 758
2024
Q2 		$1.4K Buy
+5
New +$1.36K ﹤0.01% 522

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rakuten Securities's LPLA Position: Q2 2026 in Review

Rakuten Securities reduced its LPL Financial (LPLA) stake by 50% in Q2 2026, selling an estimated $300 and leaving 1 share worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Rakuten Securities first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.4K in Q2 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Rakuten Securities held 1 share of LPL Financial worth $282 as of Q2 2026.
  • Rakuten Securities sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #812 holding.
  • Rakuten Securities first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
  • Rakuten Securities's LPL Financial position peaked at $1.4K in Q2 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.