Stifel Financial
LPLA icon

Stifel Financial’s LPL Financial LPLA Stock Holding History

Stifel Financial’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 		$45.8M Sell
162,530
-2,027
-1% -$608K 0.04% 407
2026
Q1 		$49.5M Sell
164,557
-16,642
-9% -$5.58M 0.05% 368
2025
Q4 		$64.7M Sell
181,199
-5,629
-3% -$1.99M 0.06% 315
2025
Q3 		$62.2M Sell
186,828
-11,311
-6% -$4.1M 0.06% 322
2025
Q2 		$74.3M Buy
198,139
+10,881
+6% +$3.81M 0.07% 269
2025
Q1 		$61.3M Buy
187,258
+21,967
+13% +$7.65M 0.07% 285
2024
Q4 		$54M Buy
165,291
+42,460
+35% +$12.6M 0.06% 312
2024
Q3 		$28.6M Sell
122,831
-22,192
-15% -$5M 0.03% 452
2024
Q2 		$40.5M Buy
145,023
+3,283
+2% +$891K 0.05% 345
2024
Q1 		$37.4M Buy
141,740
+43,773
+45% +$11M 0.04% 363
2023
Q4 		$22.3M Sell
97,967
-9,805
-9% -$2.2M 0.03% 474
2023
Q3 		$25.6M Buy
107,772
+1,305
+1% +$303K 0.04% 402
2023
Q2 		$23.1M Sell
106,467
-397
-0.4% -$79.5K 0.03% 424
2023
Q1 		$21.6M Sell
106,864
-4,216
-4% -$964K 0.03% 440
2022
Q4 		$24M Sell
111,080
-33,320
-23% -$7.79M 0.04% 402
2022
Q3 		$31.5M Buy
144,400
+1,224
+0.9% +$260K 0.05% 314
2022
Q2 		$26.4M Buy
143,176
+23,781
+20% +$4.52M 0.04% 366
2022
Q1 		$21.8M Buy
119,395
+11,789
+11% +$2.05M 0.03% 477
2021
Q4 		$17.2M Buy
107,606
+6,266
+6% +$1.03M 0.02% 548
2021
Q3 		$15.9M Buy
101,340
+5,838
+6% +$839K 0.02% 547
2021
Q2 		$12.9M Buy
95,502
+7,699
+9% +$1.12M 0.02% 616
2021
Q1 		$12.5M Buy
87,803
+74,453
+558% +$9.5M 0.02% 591
2020
Q4 		$1.39M Buy
13,350
+2,212
+20% +$199K ﹤0.01% 1615
2020
Q3 		$854K Buy
11,138
+82
+0.7% +$6.51K ﹤0.01% 1744
2020
Q2 		$867K Buy
11,056
+3,016
+38% +$202K ﹤0.01% 1666
2020
Q1 		$433K Buy
8,040
+279
+4% +$22.5K ﹤0.01% 1957
2019
Q4 		$720K Buy
+7,761
New +$666K ﹤0.01% 2036
2014
Q4 		– Sell
-25,247
Closed -$1.16M – 2394
2014
Q3 		$1.16M Buy
+25,247
New +$1.22M 0.01% 1040

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

Stifel Financial's LPLA Position: Q2 2026 in Review

Stifel Financial reduced its LPL Financial (LPLA) stake by 1.2% in Q2 2026, selling an estimated $608K and leaving 162,530 shares worth $45.8M. The position accounts for 0.04% of the portfolio, ranked #407.

Stifel Financial first reported a position in LPLA in Q3 2014 and has held it in 28 quarters since. The position peaked at $74.3M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Stifel Financial held 162,530 shares of LPL Financial worth $45.8M as of Q2 2026.
  • Stifel Financial sold 2,027 LPL Financial shares in Q2 2026, an estimated $608K.
  • LPL Financial made up 0.04% of Stifel Financial's portfolio in Q2 2026, its #407 holding.
  • Stifel Financial first reported a position in LPL Financial in Q3 2014 and has held it in 28 quarters since.
  • Stifel Financial's LPL Financial position peaked at $74.3M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.