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SCS Capital Management’s LPL Financial LPLA Stock Holding History

SCS Capital 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 		$60.1M Buy
213,511
+198,350
+1,308% +$59.5M 0.57% 30
2026
Q1 		$4.56M Hold
15,161
– – 0.05% 150
2025
Q4 		$5.42M Sell
15,161
-1,000
-6% -$354K 0.06% 144
2025
Q3 		$5.38M Hold
16,161
– – 0.06% 148
2025
Q2 		$6.06M Sell
16,161
-56,367
-78% -$19.7M 0.07% 143
2025
Q1 		$23.7M Buy
+72,528
New +$25.3M 0.3% 52

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

SCS Capital Management's LPLA Position: Q2 2026 in Review

SCS Capital Management increased its LPL Financial (LPLA) stake by 1,308% in Q2 2026, buying an estimated $59.5M and bringing the position to 213,511 shares worth $60.1M. The position accounts for 0.57% of the portfolio, ranked #30.

SCS Capital Management first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SCS Capital Management held 213,511 shares of LPL Financial worth $60.1M as of Q2 2026.
  • SCS Capital Management bought 198,350 LPL Financial shares in Q2 2026, an estimated $59.5M.
  • LPL Financial made up 0.57% of SCS Capital Management's portfolio in Q2 2026, its #30 holding.
  • SCS Capital Management first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.