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Sterling Capital Management’s LPL Financial LPLA Stock Holding History

Sterling 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 		$2.23M Buy
7,903
+1,451
+22% +$436K 0.04% 341
2026
Q1 		$1.94M Sell
6,452
-1,824
-22% -$612K 0.04% 342
2025
Q4 		$2.96M Buy
8,276
+1,330
+19% +$470K 0.05% 285
2025
Q3 		$2.31M Sell
6,946
-8,085
-54% -$2.93M 0.03% 340
2025
Q2 		$5.64M Sell
15,031
-127
-0.8% -$44.5K 0.08% 171
2025
Q1 		$4.96M Buy
15,158
+2,155
+17% +$750K 0.08% 163
2024
Q4 		$4.25M Buy
13,003
+491
+4% +$145K 0.06% 256
2024
Q3 		$2.91M Buy
+12,512
New +$2.82M 0.04% 309
2019
Q3 		$2.18M Sell
26,630
-9,150
-26% -$732K 0.02% 397
2019
Q2 		$2.92M Sell
35,780
-4,000
-10% -$316K 0.03% 340
2019
Q1 		$2.77M Buy
39,780
+350
+0.9% +$25.2K 0.03% 341
2018
Q4 		$2.41M Buy
39,430
+34,100
+640% +$2.08M 0.03% 344
2018
Q3 		$344K Hold
5,330
– – ﹤0.01% 809
2018
Q2 		$349K Buy
+5,330
New +$350K ﹤0.01% 781
2014
Q4 		– Sell
-27,441
Closed -$1.26M – 936
2014
Q3 		$1.26M Sell
27,441
-7,453
-21% -$359K 0.02% 550
2014
Q2 		$1.74M Sell
34,894
-3,332
-9% -$162K 0.02% 400
2014
Q1 		$2.01M Buy
38,226
+731
+2% +$38.6K 0.02% 330
2013
Q4 		$1.76M Buy
+37,495
New +$1.57M 0.02% 271

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

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

Sterling Capital Management increased its LPL Financial (LPLA) stake by 22% in Q2 2026, buying an estimated $436K and bringing the position to 7,903 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #341.

Sterling Capital Management first reported a position in LPLA in Q4 2013 and has held it in 18 quarters since. The position peaked at $5.64M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sterling Capital Management held 7,903 shares of LPL Financial worth $2.23M as of Q2 2026.
  • Sterling Capital Management bought 1,451 LPL Financial shares in Q2 2026, an estimated $436K.
  • LPL Financial made up 0.04% of Sterling Capital Management's portfolio in Q2 2026, its #341 holding.
  • Sterling Capital Management first reported a position in LPL Financial in Q4 2013 and has held it in 18 quarters since.
  • Sterling Capital Management's LPL Financial position peaked at $5.64M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.