Storgate’s LPL Financial LPLA Stock Holding History

Storgate’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	$1.57M	Buy	5,586 +3,956	+243%	+$1.19M	0.33%	58
2026 Q1	$490K	Buy	1,630 +169	+12%	+$56.7K	0.38%	59
2025 Q4	$522K	Buy	+1,461	New	+$517K	0.43%	55

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Storgate's LPLA Position: Q2 2026 in Review

Storgate increased its LPL Financial (LPLA) stake by 243% in Q2 2026, buying an estimated $1.19M and bringing the position to 5,586 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #58.

Storgate first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Storgate held 5,586 shares of LPL Financial worth $1.57M as of Q2 2026.
Storgate bought 3,956 LPL Financial shares in Q2 2026, an estimated $1.19M.
LPL Financial made up 0.33% of Storgate's portfolio in Q2 2026, its #58 holding.
Storgate first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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