RP
LPLA icon

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
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

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

Reinhart Partners's LPLA Position: Q2 2026 in Review

Reinhart Partners reduced its LPL Financial (LPLA) stake by 6% in Q2 2026, selling an estimated $358K and leaving 18,559 shares worth $5.23M. The position accounts for 0.12% of the portfolio, ranked #53.

Reinhart Partners first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $39.2M in Q1 2021. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Reinhart Partners held 18,559 shares of LPL Financial worth $5.23M as of Q2 2026.
  • Reinhart Partners sold 1,192 LPL Financial shares in Q2 2026, an estimated $358K.
  • LPL Financial made up 0.12% of Reinhart Partners's portfolio in Q2 2026, its #53 holding.
  • Reinhart Partners first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
  • Reinhart Partners's LPL Financial position peaked at $39.2M in Q1 2021.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.