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Raleigh Capital Management’s LPL Financial LPLA Stock Holding History

Raleigh Capital Management’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 		– Sell
-6
Closed -$1.8K – 692
2026
Q1 		$1.8K Buy
+6
New +$2.01K ﹤0.01% 552
2025
Q1 		– Sell
-16
Closed -$5.22K – 833
2024
Q4 		$5.22K Hold
16
– – ﹤0.01% 701
2024
Q3 		$3.72K Sell
16
-2
-11% -$451 ﹤0.01% 741
2024
Q2 		$5.03K Hold
18
– – ﹤0.01% 669
2024
Q1 		$4.76K Buy
18
+13
+260% +$3.28K ﹤0.01% 665
2023
Q4 		$1.14K Sell
5
-43
-90% -$9.67K ﹤0.01% 926
2023
Q3 		$11.4K Buy
+48
New +$11.1K 0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return

Raleigh Capital Management's LPLA Position: Q2 2026 in Review

Raleigh Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 6 shares — an estimated $1.8K sold.

Raleigh Capital Management first reported a position in LPLA in Q3 2023 and held it in 7 quarters. The position peaked at $11.4K in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Raleigh Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 6 LPL Financial shares in Q2 2026, an estimated $1.8K.
  • Raleigh Capital Management first reported a position in LPL Financial in Q3 2023 and held it in 7 quarters.
  • Raleigh Capital Management's LPL Financial position peaked at $11.4K in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.