Rothschild Investment LLC’s LPL Financial LPLA Stock Holding History

Rothschild Investment LLC’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	$1.69K	Buy	6 +4	+200%	+$1.2K	﹤0.01%	2823
2026 Q1	$602	Sell	2 -7	-78%	-$2.35K	﹤0.01%	3059
2025 Q4	$3.21K	Buy	9 +3	+50%	+$1.06K	﹤0.01%	2123
2025 Q3	$2K	Buy	6 +2	+50%	+$725	﹤0.01%	2228
2025 Q2	$1.5K	Buy	4 +3	+300%	+$1.05K	﹤0.01%	2247
2025 Q1	$327	Hold	1	–	–	﹤0.01%	2743
2024 Q4	$327	Sell	1 -4	-80%	-$1.18K	﹤0.01%	2669
2024 Q3	$1.16K	Hold	5	–	–	﹤0.01%	2065
2024 Q2	$1.4K	Buy	+5	New	+$1.36K	﹤0.01%	1510

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 $3.38T AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's LPLA Position: Q2 2026 in Review

Rothschild Investment LLC increased its LPL Financial (LPLA) stake by 200% in Q2 2026, buying an estimated $1.2K and bringing the position to 6 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Rothschild Investment LLC first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.21K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Rothschild Investment LLC held 6 shares of LPL Financial worth $1.69K as of Q2 2026.
Rothschild Investment LLC bought 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
LPL Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2823 holding.
Rothschild Investment LLC first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's LPL Financial position peaked at $3.21K in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.