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SurgoCap Partners’s LPL Financial LPLA Stock Holding History

SurgoCap Partners’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 		$299M Buy
1,063,218
+42,379
+4% +$12.7M 9.68% 4
2026
Q1 		$307M Buy
1,020,839
+25,839
+3% +$8.67M 10.25% 4
2025
Q4 		$355M Buy
995,000
+722
+0.1% +$255K 9.84% 3
2025
Q3 		$331M Buy
994,278
+112,873
+13% +$40.9M 9.2% 4
2025
Q2 		$331M Sell
881,405
-25,037
-3% -$8.77M 12.48% 1
2025
Q1 		$297M Buy
906,442
+197,172
+28% +$68.7M 14.65% 1
2024
Q4 		$232M Sell
709,270
-71,451
-9% -$21.1M 11.93% 3
2024
Q3 		$182M Buy
780,721
+233,880
+43% +$52.7M 9.07% 3
2024
Q2 		$153M Buy
546,841
+24,910
+5% +$6.76M 8.93% 3
2024
Q1 		$138M Sell
521,931
-54,688
-9% -$13.8M 7.4% 6
2023
Q4 		$131M Buy
+576,619
New +$130M 9.16% 3

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

SurgoCap Partners's LPLA Position: Q2 2026 in Review

SurgoCap Partners increased its LPL Financial (LPLA) stake by 4.2% in Q2 2026, buying an estimated $12.7M and bringing the position to 1,063,218 shares worth $299M. The position accounts for 9.68% of the portfolio, ranked #4.

SurgoCap Partners first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $355M in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SurgoCap Partners held 1,063,218 shares of LPL Financial worth $299M as of Q2 2026.
  • SurgoCap Partners bought 42,379 LPL Financial shares in Q2 2026, an estimated $12.7M.
  • LPL Financial made up 9.68% of SurgoCap Partners's portfolio in Q2 2026, its #4 holding.
  • SurgoCap Partners first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • SurgoCap Partners's LPL Financial position peaked at $355M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SurgoCap Partners's 13F filing for Q2 2026, filed 14 Aug 2026.