TP
LPLA icon

Teca Partners’s LPL Financial LPLA Stock Holding History

Teca 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 		$15.3M Buy
54,438
+4,360
+9% +$1.31M 13.18% 5
2026
Q1 		$15.1M Buy
50,078
+8,547
+21% +$2.87M 10.39% 6
2025
Q4 		$14.8M Sell
41,531
-6,953
-14% -$2.46M 8.46% 5
2025
Q3 		$16.1M Buy
48,484
+21,710
+81% +$7.87M 10.17% 4
2025
Q2 		$10M Sell
26,774
-11,349
-30% -$3.98M 7.01% 8
2025
Q1 		$12.5M Sell
38,123
-14,752
-28% -$5.14M 8.94% 7
2024
Q4 		$17.3M Buy
52,875
+37,814
+251% +$11.2M 11% 3
2024
Q3 		$3.5M Buy
+15,061
New +$3.39M 2.45% 10

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

Teca Partners's LPLA Position: Q2 2026 in Review

Teca Partners increased its LPL Financial (LPLA) stake by 8.7% in Q2 2026, buying an estimated $1.31M and bringing the position to 54,438 shares worth $15.3M. The position accounts for 13.18% of the portfolio, ranked #5.

Teca Partners first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.3M in Q4 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Teca Partners held 54,438 shares of LPL Financial worth $15.3M as of Q2 2026.
  • Teca Partners bought 4,360 LPL Financial shares in Q2 2026, an estimated $1.31M.
  • LPL Financial made up 13.18% of Teca Partners's portfolio in Q2 2026, its #5 holding.
  • Teca Partners first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • Teca Partners's LPL Financial position peaked at $17.3M in Q4 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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