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Siemens Fonds Invest’s LPL Financial LPLA Stock Holding History

Siemens Fonds Invest’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 		$315K Hold
1,120
– – 0.02% 411
2026
Q1 		$337K Hold
1,120
– – 0.02% 384
2025
Q4 		$403K Hold
1,120
– – 0.02% 358
2025
Q3 		$373K Hold
1,120
– – 0.02% 357
2025
Q2 		$420K Buy
1,120
+261
+30% +$91.4K 0.02% 334
2025
Q1 		$281K Buy
859
+30
+4% +$10.4K 0.02% 370
2024
Q4 		$271K Buy
+829
New +$245K 0.02% 391

Other funds holding LPLA

BlackRock
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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
Jupiter Topco
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
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

Siemens Fonds Invest's LPLA Position: Q2 2026 in Review

Siemens Fonds Invest held its LPL Financial (LPLA) position steady in Q2 2026 at 1,120 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #411.

Siemens Fonds Invest first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Siemens Fonds Invest held 1,120 shares of LPL Financial worth $315K as of Q2 2026.
  • Siemens Fonds Invest left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.02% of Siemens Fonds Invest's portfolio in Q2 2026, its #411 holding.
  • Siemens Fonds Invest first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Siemens Fonds Invest's LPL Financial position peaked at $420K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.