Schroder Investment Management Group
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Schroder Investment Management Group’s LPL Financial LPLA Stock Holding History

Schroder Investment Management Group’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 		$13.3M Buy
47,094
+44,279
+1,573% +$13.3M 0.01% 621
2026
Q1 		$847K Hold
2,815
– – ﹤0.01% 1041
2025
Q4 		$1.01M Sell
2,815
-599
-18% -$212K ﹤0.01% 983
2025
Q3 		$1.14M Buy
3,414
+508
+17% +$184K ﹤0.01% 1008
2025
Q2 		$1.09M Sell
2,906
-619
-18% -$217K ﹤0.01% 986
2025
Q1 		$1.15M Buy
3,525
+288
+9% +$100K ﹤0.01% 972
2024
Q4 		$1.06M Sell
3,237
-843
-21% -$249K ﹤0.01% 1014
2024
Q3 		$949K Hold
4,080
– – ﹤0.01% 1036
2024
Q2 		$1.14M Hold
4,080
– – ﹤0.01% 1005
2024
Q1 		$1.08M Buy
4,080
+97
+2% +$24.5K ﹤0.01% 1012
2023
Q4 		$907K Hold
3,983
– – ﹤0.01% 1019
2023
Q3 		$947K Buy
3,983
+1,777
+81% +$413K ﹤0.01% 1020
2023
Q2 		$480K Sell
2,206
-700
-24% -$140K ﹤0.01% 1130
2023
Q1 		$588K Buy
2,906
+700
+32% +$160K ﹤0.01% 1121
2022
Q4 		$477K Buy
+2,206
New +$516K ﹤0.01% 1156
2022
Q1 		– Sell
-976
Closed -$156K – 1487
2021
Q4 		$156K Sell
976
-64,951
-99% -$10.7M ﹤0.01% 1262
2021
Q3 		$10.3M Buy
65,927
+64,951
+6,655% +$9.33M 0.02% 626
2021
Q2 		$132K Buy
+976
New +$142K ﹤0.01% 1389
2020
Q2 		– Sell
-4,655
Closed -$248K – 1293
2020
Q1 		$248K Sell
4,655
-855
-16% -$68.9K ﹤0.01% 1070
2019
Q4 		$508K Sell
5,510
-72
-1% -$6.18K ﹤0.01% 1039
2019
Q3 		$454K Buy
5,582
+99
+2% +$7.92K ﹤0.01% 1060
2019
Q2 		$447K Sell
5,483
-7,486
-58% -$592K ﹤0.01% 986
2019
Q1 		$903K Sell
12,969
-344
-3% -$24.8K ﹤0.01% 923
2018
Q4 		$813 Sell
13,313
-1,632
-11% -$99.5K ﹤0.01% 916
2018
Q3 		$964K Buy
14,945
+2,087
+16% +$138K ﹤0.01% 947
2018
Q2 		$850K Sell
12,858
-22
-0.2% -$1.45K ﹤0.01% 960
2018
Q1 		$787K Buy
+12,880
New +$798K ﹤0.01% 993

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schroder Investment Management Group's LPLA Position: Q2 2026 in Review

Schroder Investment Management Group increased its LPL Financial (LPLA) stake by 1,573% in Q2 2026, buying an estimated $13.3M and bringing the position to 47,094 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #621.

Schroder Investment Management Group first reported a position in LPLA in Q1 2018 and has held it in 27 quarters since. 586 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Schroder Investment Management Group held 47,094 shares of LPL Financial worth $13.3M as of Q2 2026.
  • Schroder Investment Management Group bought 44,279 LPL Financial shares in Q2 2026, an estimated $13.3M.
  • LPL Financial made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #621 holding.
  • Schroder Investment Management Group first reported a position in LPL Financial in Q1 2018 and has held it in 27 quarters since.
  • 586 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.