Silvant Capital Management’s LPL Financial LPLA Stock Holding History

Silvant 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	$4.84M	Sell	17,188 -2,072	-11%	-$622K	0.14%	100
2026 Q1	$5.79M	Buy	19,260 +4,681	+32%	+$1.57M	0.2%	59
2025 Q4	$5.21M	Buy	14,579 +234	+2%	+$82.8K	0.18%	64
2025 Q3	$4.77M	Sell	14,345 -1,356	-9%	-$492K	0.17%	73
2025 Q2	$5.89M	Hold	15,701	–	–	0.22%	66
2025 Q1	$5.14M	Buy	15,701 +2,955	+23%	+$1.03M	0.24%	57
2024 Q4	$4.16M	Hold	12,746	–	–	0.17%	70
2024 Q3	$2.97M	Hold	12,746	–	–	0.13%	104
2024 Q2	$3.56M	Hold	12,746	–	–	0.16%	86
2024 Q1	$3.37M	Buy	12,746 +2,522	+25%	+$637K	0.16%	92
2023 Q4	$2.33M	Hold	10,224	–	–	0.13%	104
2023 Q3	$2.43M	Hold	10,224	–	–	0.15%	94
2023 Q2	$2.22M	Hold	10,224	–	–	0.13%	106
2023 Q1	$2.07M	Sell	10,224 -5,246	-34%	-$1.2M	0.13%	104
2022 Q4	$3.34M	Buy	+15,470	New	+$3.62M	0.24%	81

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Silvant Capital Management reduced its LPL Financial (LPLA) stake by 11% in Q2 2026, selling an estimated $622K and leaving 17,188 shares worth $4.84M. The position accounts for 0.14% of the portfolio, ranked #100.

Silvant Capital Management first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.89M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Silvant Capital Management held 17,188 shares of LPL Financial worth $4.84M as of Q2 2026.
Silvant Capital Management sold 2,072 LPL Financial shares in Q2 2026, an estimated $622K.
LPL Financial made up 0.14% of Silvant Capital Management's portfolio in Q2 2026, its #100 holding.
Silvant Capital Management first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
Silvant Capital Management's LPL Financial position peaked at $5.89M in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.