State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s LPL Financial LPLA Stock Holding History

State of Wisconsin Investment Board’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 		$14.2M Sell
50,496
-5,057
-9% -$1.52M 0.03% 505
2026
Q1 		$16.7M Buy
55,553
+11,565
+26% +$3.88M 0.04% 422
2025
Q4 		$15.7M Sell
43,988
-10,388
-19% -$3.67M 0.04% 449
2025
Q3 		$18.1M Sell
54,376
-4,113
-7% -$1.49M 0.04% 377
2025
Q2 		$21.9M Buy
58,489
+16,507
+39% +$5.78M 0.05% 315
2025
Q1 		$13.7M Sell
41,982
-357
-0.8% -$124K 0.04% 473
2024
Q4 		$13.8M Sell
42,339
-2,272
-5% -$672K 0.04% 473
2024
Q3 		$10.4M Buy
44,611
+908
+2% +$205K 0.03% 627
2024
Q2 		$12.2M Buy
43,703
+2,498
+6% +$678K 0.03% 483
2024
Q1 		$10.9M Buy
41,205
+2,145
+5% +$541K 0.03% 581
2023
Q4 		$8.89M Sell
39,060
-2,265
-5% -$509K 0.03% 684
2023
Q3 		$9.82M Buy
41,325
+381
+0.9% +$88.5K 0.03% 575
2023
Q2 		$8.9M Sell
40,944
-2,552
-6% -$511K 0.03% 665
2023
Q1 		$8.8M Sell
43,496
-2,492
-5% -$570K 0.03% 649
2022
Q4 		$9.94M Buy
45,988
+414
+0.9% +$96.8K 0.03% 574
2022
Q3 		$9.96M Sell
45,574
-10,522
-19% -$2.24M 0.03% 569
2022
Q2 		$10.3M Sell
56,096
-16,012
-22% -$3.04M 0.03% 625
2022
Q1 		$13.2M Buy
72,108
+62,425
+645% +$10.9M 0.03% 643
2021
Q4 		$1.55M Sell
9,683
-295
-3% -$48.7K ﹤0.01% 1331
2021
Q3 		$1.56M Buy
9,978
+469
+5% +$67.4K ﹤0.01% 1338
2021
Q2 		$1.28M Sell
9,509
-450
-5% -$65.4K ﹤0.01% 1384
2021
Q1 		$1.42M Sell
9,959
-150
-1% -$19.1K ﹤0.01% 1288
2020
Q4 		$1.05M Sell
10,109
-410
-4% -$36.8K ﹤0.01% 1316
2020
Q3 		$806K Buy
10,519
+200
+2% +$15.9K ﹤0.01% 1343
2020
Q2 		$809K Sell
10,319
-600
-5% -$40.1K ﹤0.01% 1285
2020
Q1 		$594K Sell
10,919
-530
-5% -$42.7K ﹤0.01% 1304
2019
Q4 		$1.06M Sell
11,449
-160
-1% -$13.7K ﹤0.01% 1228
2019
Q3 		$951K Sell
11,609
-247
-2% -$19.8K ﹤0.01% 1156
2019
Q2 		$967K Sell
11,856
-3,954
-25% -$313K ﹤0.01% 1151
2019
Q1 		$1.1M Sell
15,810
-755
-5% -$54.4K ﹤0.01% 1138
2018
Q4 		$1.01M Sell
16,565
-200
-1% -$12.2K ﹤0.01% 1128
2018
Q3 		$1.08M Sell
16,765
-560
-3% -$37.1K ﹤0.01% 1188
2018
Q2 		$1.14M Sell
17,325
-383
-2% -$25.2K ﹤0.01% 1122
2018
Q1 		$1.08M Sell
17,708
-492
-3% -$30.5K ﹤0.01% 1108
2017
Q4 		$1.04M Buy
18,200
+234
+1% +$12.3K ﹤0.01% 1108
2017
Q3 		$927K Buy
17,966
+378
+2% +$17.4K ﹤0.01% 1119
2017
Q2 		$747K Buy
17,588
+490
+3% +$19.9K ﹤0.01% 1164
2017
Q1 		$681K Sell
17,098
-30,023
-64% -$1.18M ﹤0.01% 1122
2016
Q4 		$1.66M Sell
47,121
-7,510
-14% -$262K 0.01% 1097
2016
Q3 		$1.63M Sell
54,631
-1,300
-2% -$35.2K 0.01% 1171
2016
Q2 		$1.26M Buy
55,931
+2,800
+5% +$70.3K 0.01% 1199
2016
Q1 		$1.32M Sell
53,131
-6,900
-11% -$186K 0.01% 1171
2015
Q4 		$2.56M Sell
60,031
-1,470
-2% -$62.6K 0.01% 1012
2015
Q3 		$2.45M Sell
61,501
-1,780
-3% -$76.6K 0.01% 1049
2015
Q2 		$2.94M Sell
63,281
-3,110
-5% -$135K 0.01% 1059
2015
Q1 		$2.91M Sell
66,391
-1,820
-3% -$80.4K 0.01% 1042
2014
Q4 		$3.04M Buy
68,211
+3,890
+6% +$167K 0.01% 1025
2014
Q3 		$2.96M Buy
64,321
+430
+0.7% +$20.7K 0.01% 1010
2014
Q2 		$3.18M Buy
63,891
+25,880
+68% +$1.26M 0.01% 1021
2014
Q1 		$2M Sell
38,011
-2,300
-6% -$121K 0.01% 1137
2013
Q4 		$1.9M Sell
40,311
-1,330
-3% -$55.8K 0.01% 1141
2013
Q3 		$1.59M Sell
41,641
-3,230
-7% -$124K 0.01% 1165
2013
Q2 		$1.69M Buy
+44,871
New +$1.6M 0.01% 1151

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

State of Wisconsin Investment Board's LPLA Position: Q2 2026 in Review

State of Wisconsin Investment Board reduced its LPL Financial (LPLA) stake by 9.1% in Q2 2026, selling an estimated $1.52M and leaving 50,496 shares worth $14.2M. The position accounts for 0.03% of the portfolio, ranked #505.

State of Wisconsin Investment Board first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.9M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • State of Wisconsin Investment Board held 50,496 shares of LPL Financial worth $14.2M as of Q2 2026.
  • State of Wisconsin Investment Board sold 5,057 LPL Financial shares in Q2 2026, an estimated $1.52M.
  • LPL Financial made up 0.03% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #505 holding.
  • State of Wisconsin Investment Board first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
  • State of Wisconsin Investment Board's LPL Financial position peaked at $21.9M in Q2 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.