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SouthState Corp’s LPL Financial LPLA Stock Holding History

SouthState Corp’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 		$1.13K Buy
4
+1
+33% +$300 ﹤0.01% 1086
2026
Q1 		$903 Sell
3
-8
-73% -$2.68K ﹤0.01% 1073
2025
Q4 		$3.93K Sell
11
-24
-69% -$8.49K ﹤0.01% 853
2025
Q3 		$11.6K Sell
35
-1
-3% -$362 ﹤0.01% 642
2025
Q2 		$13.5K Sell
36
-3
-8% -$1.05K ﹤0.01% 725
2025
Q1 		$12.8K Buy
39
+15
+63% +$5.22K ﹤0.01% 783
2024
Q4 		$7.84K Buy
+24
New +$7.1K ﹤0.01% 516

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

SouthState Corp's LPLA Position: Q2 2026 in Review

SouthState Corp increased its LPL Financial (LPLA) stake by 33% in Q2 2026, buying an estimated $300 and bringing the position to 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

SouthState Corp first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SouthState Corp held 4 shares of LPL Financial worth $1.13K as of Q2 2026.
  • SouthState Corp bought 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #1086 holding.
  • SouthState Corp first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • SouthState Corp's LPL Financial position peaked at $13.5K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.