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Roberts, Glore & Co’s LPL Financial LPLA Stock Holding History

Roberts, Glore & Co’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 		$213K Sell
755
-9
-1% -$2.7K 0.05% 237
2026
Q1 		$230K Buy
+764
New +$256K 0.06% 199

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

Roberts, Glore & Co's LPLA Position: Q2 2026 in Review

Roberts, Glore & Co reduced its LPL Financial (LPLA) stake by 1.2% in Q2 2026, selling an estimated $2.7K and leaving 755 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #237.

Roberts, Glore & Co first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $230K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Roberts, Glore & Co held 755 shares of LPL Financial worth $213K as of Q2 2026.
  • Roberts, Glore & Co sold 9 LPL Financial shares in Q2 2026, an estimated $2.7K.
  • LPL Financial made up 0.05% of Roberts, Glore & Co's portfolio in Q2 2026, its #237 holding.
  • Roberts, Glore & Co first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Roberts, Glore & Co's LPL Financial position peaked at $230K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.