Raymond James Financial
LPLA icon

Raymond James Financial’s LPL Financial LPLA Stock Holding History

Raymond James Financial’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 		$182M Sell
645,369
-20,700
-3% -$6.21M 0.05% 350
2026
Q1 		$200M Sell
666,069
-63,498
-9% -$21.3M 0.06% 278
2025
Q4 		$262M Sell
729,567
-94,700
-11% -$33.5M 0.08% 219
2025
Q3 		$274M Sell
824,267
-46,353
-5% -$16.8M 0.09% 209
2025
Q2 		$326M Buy
870,620
+10,606
+1% +$3.72M 0.11% 161
2025
Q1 		$281M Sell
860,014
-46,487
-5% -$16.2M 0.11% 176
2024
Q4 		$296M Buy
+906,501
New +$268M 0.11% 169

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

Raymond James Financial's LPLA Position: Q2 2026 in Review

Raymond James Financial reduced its LPL Financial (LPLA) stake by 3.1% in Q2 2026, selling an estimated $6.21M and leaving 645,369 shares worth $182M. The position accounts for 0.05% of the portfolio, ranked #350.

Raymond James Financial first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $326M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Raymond James Financial held 645,369 shares of LPL Financial worth $182M as of Q2 2026.
  • Raymond James Financial sold 20,700 LPL Financial shares in Q2 2026, an estimated $6.21M.
  • LPL Financial made up 0.05% of Raymond James Financial's portfolio in Q2 2026, its #350 holding.
  • Raymond James Financial first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's LPL Financial position peaked at $326M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.