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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Raymond James Financial's LPLA Position: Q1 2026 in Review

Raymond James Financial reduced its LPL Financial (LPLA) stake by 8.7% in Q1 2026, selling an estimated $21.3M and leaving 666,069 shares worth $200M. The position accounts for 0.06% of the portfolio, ranked #278.

Raymond James Financial first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $326M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Raymond James Financial held 666,069 shares of LPL Financial worth $200M as of Q1 2026.
Raymond James Financial sold 63,498 LPL Financial shares in Q1 2026, an estimated $21.3M.
LPL Financial made up 0.06% of Raymond James Financial's portfolio in Q1 2026, its #278 holding.
Raymond James Financial first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's LPL Financial position peaked at $326M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.