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STRS Ohio’s LPL Financial LPLA Stock Holding History

STRS Ohio’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 		$510K Sell
1,810
-7,796
-81% -$2.34M ﹤0.01% 1142
2026
Q1 		$2.89M Sell
9,606
-3,503
-27% -$1.18M 0.01% 536
2025
Q4 		$4.68M Sell
13,109
-2,996
-19% -$1.06M 0.02% 489
2025
Q3 		$5.36M Sell
16,105
-28,234
-64% -$10.2M 0.02% 488
2025
Q2 		$16.6M Buy
44,339
+40,182
+967% +$14.1M 0.06% 323
2025
Q1 		$1.36M Buy
+4,157
New +$1.45M 0.01% 746
2023
Q2 		– Sell
-5,607
Closed -$1.13M – 2033
2023
Q1 		$1.13M Buy
5,607
+292
+5% +$66.8K ﹤0.01% 884
2022
Q4 		$1.15M Buy
5,315
+961
+22% +$225K 0.01% 878
2022
Q3 		$951K Sell
4,354
-1,027
-19% -$218K ﹤0.01% 933
2022
Q2 		$992K Sell
5,381
-2,076
-28% -$394K ﹤0.01% 925
2022
Q1 		$1.36M Sell
7,457
-603
-7% -$105K 0.01% 882
2021
Q4 		$1.29M Sell
8,060
-1,058
-12% -$175K ﹤0.01% 970
2021
Q3 		$1.43M Sell
9,118
-462
-5% -$66.4K 0.01% 880
2021
Q2 		$1.29M Buy
9,580
+710
+8% +$103K ﹤0.01% 1008
2021
Q1 		$1.26M Buy
+8,870
New +$1.13M ﹤0.01% 1005
2020
Q2 		– Sell
-8,405
Closed -$457K – 2211
2020
Q1 		$457K Buy
+8,405
New +$678K ﹤0.01% 1200
2019
Q3 		– Sell
-3,794
Closed -$309K – 2112
2019
Q2 		$309K Sell
3,794
-360
-9% -$28.5K ﹤0.01% 1569
2019
Q1 		$289K Buy
+4,154
New +$299K ﹤0.01% 1558
2018
Q4 		– Sell
-4,861
Closed -$313K – 2110
2018
Q3 		$313K Buy
4,861
+595
+14% +$39.4K ﹤0.01% 1591
2018
Q2 		$279K Buy
+4,266
New +$280K ﹤0.01% 1646
2013
Q4 		– Sell
-43,950
Closed -$1.68M – 1784
2013
Q3 		$1.68M Sell
43,950
-23,766
-35% -$909K 0.01% 595
2013
Q2 		$2.56M Buy
+67,716
New +$2.42M 0.01% 558

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

STRS Ohio's LPLA Position: Q2 2026 in Review

STRS Ohio reduced its LPL Financial (LPLA) stake by 81% in Q2 2026, selling an estimated $2.34M and leaving 1,810 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

STRS Ohio first reported a position in LPLA in Q2 2013 and has held it in 22 quarters since. The position peaked at $16.6M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • STRS Ohio held 1,810 shares of LPL Financial worth $510K as of Q2 2026.
  • STRS Ohio sold 7,796 LPL Financial shares in Q2 2026, an estimated $2.34M.
  • LPL Financial made up ﹤0.01% of STRS Ohio's portfolio in Q2 2026, its #1142 holding.
  • STRS Ohio first reported a position in LPL Financial in Q2 2013 and has held it in 22 quarters since.
  • STRS Ohio's LPL Financial position peaked at $16.6M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on STRS Ohio's 13F filing for Q2 2026, filed 30 Jul 2026.