Richardson Capital Management’s LPL Financial LPLA Stock Holding History

Richardson 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	-16	Closed	-$4.81K	–	328
2026 Q1	$4.81K	Buy	+16	New	+$5.37K	﹤0.01%	273

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Richardson Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 16 shares — an estimated $4.81K sold.

Richardson Capital Management first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $4.81K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Richardson Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Richardson Capital Management sold 16 LPL Financial shares in Q2 2026, an estimated $4.81K.
Richardson Capital Management first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
Richardson Capital Management's LPL Financial position peaked at $4.81K in Q1 2026.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.