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SJS Investment Consulting’s LPL Financial LPLA Stock Holding History

SJS Investment Consulting’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 		$8.45K Sell
30
-5
-14% -$1.5K ﹤0.01% 1155
2026
Q1 		$10.5K Buy
35
+20
+133% +$6.71K ﹤0.01% 825
2025
Q4 		$5.36K Sell
15
-66
-81% -$23.3K ﹤0.01% 940
2025
Q3 		$26.9K Buy
81
+73
+913% +$26.5K ﹤0.01% 478
2025
Q2 		$3K Sell
8
-5
-38% -$1.75K ﹤0.01% 469
2025
Q1 		$4.25K Hold
13
– – ﹤0.01% 496
2024
Q4 		$4.25K Sell
13
-8
-38% -$2.37K ﹤0.01% 465
2024
Q3 		$4.89K Sell
21
-1
-5% -$225 ﹤0.01% 489
2024
Q2 		$6.15K Hold
22
– – ﹤0.01% 406
2024
Q1 		$5.81K Hold
22
– – ﹤0.01% 439
2023
Q4 		$5.01K Sell
22
-2
-8% -$450 ﹤0.01% 388
2023
Q3 		$5.71K Buy
24
+3
+14% +$697 ﹤0.01% 353
2023
Q2 		$4.57K Buy
21
+8
+62% +$1.6K ﹤0.01% 375
2023
Q1 		$2.63K Sell
13
-8
-38% -$1.83K ﹤0.01% 520
2022
Q4 		$4.54K Buy
21
+8
+62% +$1.87K ﹤0.01% 377
2022
Q3 		$3K Buy
+13
New +$2.77K ﹤0.01% 395
2022
Q1 		$1K Buy
+3
New +$522 ﹤0.01% 594

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SJS Investment Consulting's LPLA Position: Q2 2026 in Review

SJS Investment Consulting reduced its LPL Financial (LPLA) stake by 14% in Q2 2026, selling an estimated $1.5K and leaving 30 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

SJS Investment Consulting first reported a position in LPLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $26.9K in Q3 2025. 381 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SJS Investment Consulting held 30 shares of LPL Financial worth $8.45K as of Q2 2026.
  • SJS Investment Consulting sold 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
  • LPL Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1155 holding.
  • SJS Investment Consulting first reported a position in LPL Financial in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's LPL Financial position peaked at $26.9K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.