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Thornburg Investment Management’s LPL Financial LPLA Stock Holding History

Thornburg Investment Management’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 		$15.5M Buy
54,967
+17,957
+49% +$5.39M 0.15% 62
2026
Q1 		$11.1M Buy
37,010
+7,540
+26% +$2.53M 0.12% 80
2025
Q4 		$10.5M Sell
29,470
-259
-0.9% -$91.6K 0.13% 87
2025
Q3 		$9.89M Sell
29,729
-12,277
-29% -$4.45M 0.13% 97
2025
Q2 		$15.8M Sell
42,006
-3,962
-9% -$1.39M 0.2% 63
2025
Q1 		$15M Sell
45,968
-4,681
-9% -$1.63M 0.21% 61
2024
Q4 		$16.5M Buy
50,649
+3
+0% +$887 0.22% 67
2024
Q3 		$11.8M Sell
50,646
-37
-0.1% -$8.34K 0.15% 90
2024
Q2 		$14.1M Sell
50,683
-5,088
-9% -$1.38M 0.2% 74
2024
Q1 		$14.7M Sell
55,771
-6,070
-10% -$1.53M 0.21% 78
2023
Q4 		$14.1M Sell
61,841
-10,462
-14% -$2.35M 0.2% 77
2023
Q3 		$17.2M Sell
72,303
-56
-0.1% -$13K 0.28% 66
2023
Q2 		$15.7M Sell
72,359
-3,224
-4% -$646K 0.25% 71
2023
Q1 		$15.3M Hold
75,583
– – 0.25% 72
2022
Q4 		$16.4M Sell
75,583
-15,652
-17% -$3.66M 0.28% 61
2022
Q3 		$19.9M Sell
91,235
-15,832
-15% -$3.37M 0.35% 58
2022
Q2 		$19.8M Sell
107,067
-23,116
-18% -$4.39M 0.3% 63
2022
Q1 		$23.8M Sell
130,183
-3,749
-3% -$653K 0.31% 61
2021
Q4 		$21.4M Sell
133,932
-42,602
-24% -$7.03M 0.25% 73
2021
Q3 		$27.7M Sell
176,534
-2,407
-1% -$346K 0.34% 64
2021
Q2 		$24.2M Sell
178,941
-12,613
-7% -$1.83M 0.28% 78
2021
Q1 		$27.2M Hold
191,554
– – 0.32% 72
2020
Q4 		$20M Buy
+191,554
New +$17.2M 0.24% 90
2016
Q1 		– Sell
-322,133
Closed -$13.7M – 275
2015
Q4 		$13.7M Sell
322,133
-82,314
-20% -$3.51M 0.09% 187
2015
Q3 		$16.1M Hold
404,447
– – 0.1% 164
2015
Q2 		$18.8M Buy
+404,447
New +$17.5M 0.11% 171

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

Thornburg Investment Management's LPLA Position: Q2 2026 in Review

Thornburg Investment Management increased its LPL Financial (LPLA) stake by 49% in Q2 2026, buying an estimated $5.39M and bringing the position to 54,967 shares worth $15.5M. The position accounts for 0.15% of the portfolio, ranked #62.

Thornburg Investment Management first reported a position in LPLA in Q2 2015 and has held it in 26 quarters since. The position peaked at $27.7M in Q3 2021. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Thornburg Investment Management held 54,967 shares of LPL Financial worth $15.5M as of Q2 2026.
  • Thornburg Investment Management bought 17,957 LPL Financial shares in Q2 2026, an estimated $5.39M.
  • LPL Financial made up 0.15% of Thornburg Investment Management's portfolio in Q2 2026, its #62 holding.
  • Thornburg Investment Management first reported a position in LPL Financial in Q2 2015 and has held it in 26 quarters since.
  • Thornburg Investment Management's LPL Financial position peaked at $27.7M in Q3 2021.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.