SC
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SummitTX Capital’s LPL Financial LPLA Stock Holding History

SummitTX Capital’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 		$25.3M Buy
89,812
+71,346
+386% +$21.4M 0.65% 15
2026
Q1 		$5.56M Buy
+18,466
New +$6.2M 0.17% 142
2025
Q3 		– Sell
-1,606
Closed -$602K – 887
2025
Q2 		$602K Sell
1,606
-5,008
-76% -$1.75M 0.03% 475
2025
Q1 		$2.16M Buy
+6,614
New +$2.3M 0.09% 234

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

SummitTX Capital's LPLA Position: Q2 2026 in Review

SummitTX Capital increased its LPL Financial (LPLA) stake by 386% in Q2 2026, buying an estimated $21.4M and bringing the position to 89,812 shares worth $25.3M. The position accounts for 0.65% of the portfolio, ranked #15.

SummitTX Capital first reported a position in LPLA in Q1 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SummitTX Capital held 89,812 shares of LPL Financial worth $25.3M as of Q2 2026.
  • SummitTX Capital bought 71,346 LPL Financial shares in Q2 2026, an estimated $21.4M.
  • LPL Financial made up 0.65% of SummitTX Capital's portfolio in Q2 2026, its #15 holding.
  • SummitTX Capital first reported a position in LPL Financial in Q1 2025 and has held it in 4 quarters since.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.