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SBI Securities’s LPL Financial LPLA Stock Holding History

SBI Securities’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 		$9.86K Hold
35
– – ﹤0.01% 1844
2026
Q1 		$10.5K Sell
35
-19
-35% -$6.38K ﹤0.01% 1700
2025
Q4 		$19.3K Sell
54
-3
-5% -$1.06K ﹤0.01% 1460
2025
Q3 		$19K Sell
57
-23
-29% -$8.34K ﹤0.01% 1475
2025
Q2 		$30K Buy
80
+43
+116% +$15.1K ﹤0.01% 1260
2025
Q1 		$12.1K Sell
37
-9
-20% -$3.13K ﹤0.01% 1532
2024
Q4 		$15K Buy
+46
New +$13.6K ﹤0.01% 1474

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

SBI Securities's LPLA Position: Q2 2026 in Review

SBI Securities held its LPL Financial (LPLA) position steady in Q2 2026 at 35 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

SBI Securities first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $30K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SBI Securities held 35 shares of LPL Financial worth $9.86K as of Q2 2026.
  • SBI Securities left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1844 holding.
  • SBI Securities first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's LPL Financial position peaked at $30K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.