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Ritholtz Wealth Management’s LPL Financial LPLA Stock Holding History

Ritholtz Wealth 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 		$790K Sell
2,806
-60
-2% -$18K 0.01% 695
2026
Q1 		$862K Sell
2,866
-39
-1% -$13.1K 0.02% 595
2025
Q4 		$1.04M Buy
2,905
+417
+17% +$147K 0.02% 514
2025
Q3 		$828K Buy
2,488
+7
+0.3% +$2.54K 0.02% 546
2025
Q2 		$930K Buy
2,481
+5
+0.2% +$1.75K 0.02% 468
2025
Q1 		$810K Buy
2,476
+1
+0% +$348 0.02% 457
2024
Q4 		$808K Sell
2,475
-52
-2% -$15.4K 0.02% 428
2024
Q3 		$588K Sell
2,527
-432
-15% -$97.3K 0.02% 518
2024
Q2 		$826K Sell
2,959
-76
-3% -$20.6K 0.03% 398
2024
Q1 		$802K Sell
3,035
-242
-7% -$61.1K 0.03% 413
2023
Q4 		$746K Sell
3,277
-556
-15% -$125K 0.03% 396
2023
Q3 		$911K Buy
3,833
+233
+6% +$54.1K 0.04% 310
2023
Q2 		$783K Sell
3,600
-181
-5% -$36.2K 0.04% 338
2023
Q1 		$765K Buy
3,781
+457
+14% +$104K 0.04% 325
2022
Q4 		$719K Sell
3,324
-1,055
-24% -$247K 0.04% 295
2022
Q3 		$957K Buy
4,379
+1,519
+53% +$323K 0.05% 251
2022
Q2 		$528K Sell
2,860
-649
-18% -$123K 0.03% 306
2022
Q1 		$641K Buy
3,509
+248
+8% +$43.2K 0.04% 260
2021
Q4 		$522K Buy
3,261
+261
+9% +$43.1K 0.03% 293
2021
Q3 		$470K Buy
3,000
+723
+32% +$104K 0.03% 284
2021
Q2 		$307K Buy
2,277
+831
+57% +$121K 0.02% 360
2021
Q1 		$206K Buy
+1,446
New +$185K 0.02% 399

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

Ritholtz Wealth Management's LPLA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its LPL Financial (LPLA) stake by 2.1% in Q2 2026, selling an estimated $18K and leaving 2,806 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #695.

Ritholtz Wealth Management first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ritholtz Wealth Management held 2,806 shares of LPL Financial worth $790K as of Q2 2026.
  • Ritholtz Wealth Management sold 60 LPL Financial shares in Q2 2026, an estimated $18K.
  • LPL Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #695 holding.
  • Ritholtz Wealth Management first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's LPL Financial position peaked at $1.04M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.