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Reinhart Partners’s LPL Financial LPLA Stock Holding History

Reinhart Partners’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
Q3 		$4.67M Sell
15,283
-3,276
-18% -$1.11M 0.11% 53
2026
Q2 		$5.23M Sell
18,559
-1,192
-6% -$358K 0.12% 53
2026
Q1 		$5.94M Sell
19,751
-1,125
-5% -$377K 0.17% 47
2025
Q4 		$7.46M Sell
20,876
-7,289
-26% -$2.58M 0.22% 40
2025
Q3 		$9.37M Sell
28,165
-1,551
-5% -$562K 0.3% 46
2025
Q2 		$11.1M Sell
29,716
-2,905
-9% -$1.02M 0.38% 43
2025
Q1 		$10.7M Sell
32,621
-2,783
-8% -$969K 0.39% 44
2024
Q4 		$11.6M Sell
35,404
-91,353
-72% -$27M 0.44% 45
2024
Q3 		$29.5M Buy
126,757
+49,909
+65% +$11.2M 1.12% 35
2024
Q2 		$21.5M Buy
76,848
+1,013
+1% +$275K 0.89% 36
2024
Q1 		$20M Buy
75,835
+1,215
+2% +$307K 0.82% 38
2023
Q4 		$17M Buy
74,620
+4,333
+6% +$974K 0.75% 42
2023
Q3 		$16.7M Buy
70,287
+4,642
+7% +$1.08M 0.87% 44
2023
Q2 		$14.3M Buy
65,645
+1,094
+2% +$219K 0.72% 55
2023
Q1 		$13.1M Sell
64,551
-7,968
-11% -$1.82M 0.71% 63
2022
Q4 		$15.7M Sell
72,519
-2,684
-4% -$627K 0.85% 51
2022
Q3 		$16.4M Sell
75,203
-4,702
-6% -$1M 1.01% 39
2022
Q2 		$14.7M Sell
79,905
-50,536
-39% -$9.6M 0.81% 59
2022
Q1 		$23.8M Sell
130,441
-7,873
-6% -$1.37M 1.15% 30
2021
Q4 		$22.1M Sell
138,314
-84,995
-38% -$14M 1.06% 38
2021
Q3 		$35M Sell
223,309
-28,413
-11% -$4.08M 1.78% 16
2021
Q2 		$34M Sell
251,722
-23,815
-9% -$3.46M 1.69% 19
2021
Q1 		$39.2M Buy
275,537
+21,025
+8% +$2.68M 2.04% 8
2020
Q4 		$26.5M Buy
254,512
+68,325
+37% +$6.14M 1.61% 17
2020
Q3 		$14.3M Buy
186,187
+19,351
+12% +$1.54M 1.07% 55
2020
Q2 		$13.1M Buy
+166,836
New +$11.1M 0.99% 59

Other funds holding LPLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Reinhart Partners's LPLA Position: Q3 2026 in Review

Reinhart Partners reduced its LPL Financial (LPLA) stake by 18% in Q3 2026, selling an estimated $1.11M and leaving 15,283 shares worth $4.67M. The position accounts for 0.11% of the portfolio, ranked #53.

Reinhart Partners first reported a position in LPLA in Q2 2020 and has held it in 26 quarters since. The position peaked at $39.2M in Q1 2021. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Reinhart Partners held 15,283 shares of LPL Financial worth $4.67M as of Q3 2026.
  • Reinhart Partners sold 3,276 LPL Financial shares in Q3 2026, an estimated $1.11M.
  • LPL Financial made up 0.11% of Reinhart Partners's portfolio in Q3 2026, its #53 holding.
  • Reinhart Partners first reported a position in LPL Financial in Q2 2020 and has held it in 26 quarters since.
  • Reinhart Partners's LPL Financial position peaked at $39.2M in Q1 2021.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Reinhart Partners's 13F filing for Q3 2026, filed 9 Oct 2026.