T
LPLA icon

TOBAM’s LPL Financial LPLA Stock Holding History

TOBAM’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 		$1.41M Sell
5,013
-1,030
-17% -$309K 0.34% 79
2026
Q1 		$1.82M Sell
6,043
-9,462
-61% -$3.17M 0.47% 58
2025
Q4 		$5.54M Buy
15,505
+1,857
+14% +$657K 1.36% 22
2025
Q3 		$4.54M Buy
13,648
+1,895
+16% +$687K 1.65% 20
2025
Q2 		$4.41M Sell
11,753
-4,578
-28% -$1.6M 1.72% 20
2025
Q1 		$5.34M Sell
16,331
-3,802
-19% -$1.32M 2.28% 10
2024
Q4 		$6.57M Sell
20,133
-21,941
-52% -$6.49M 2.01% 10
2024
Q3 		$9.79M Buy
42,074
+14,307
+52% +$3.22M 1.78% 17
2024
Q2 		$7.75M Sell
27,767
-13,835
-33% -$3.76M 1.22% 30
2024
Q1 		$11M Buy
41,602
+20,868
+101% +$5.27M 0.99% 33
2023
Q4 		$4.72M Buy
20,734
+138
+0.7% +$31K 0.41% 51
2023
Q3 		$4.89M Sell
20,596
-1,830
-8% -$425K 0.39% 54
2023
Q2 		$4.88M Sell
22,426
-823
-4% -$165K 0.37% 60
2023
Q1 		$4.71M Buy
23,249
+21,919
+1,648% +$5.01M 0.31% 61
2022
Q4 		$288K Buy
1,330
+944
+245% +$221K 0.02% 179
2022
Q3 		$84K Hold
386
– – 0.01% 303
2022
Q2 		$71K Hold
386
– – ﹤0.01% 341
2022
Q1 		$71K Buy
+386
New +$67.2K ﹤0.01% 347
2021
Q1 		– Sell
-284
Closed -$30K – 440
2020
Q4 		$30K Buy
+284
New +$25.5K ﹤0.01% 410

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

TOBAM's LPLA Position: Q2 2026 in Review

TOBAM reduced its LPL Financial (LPLA) stake by 17% in Q2 2026, selling an estimated $309K and leaving 5,013 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #79.

TOBAM first reported a position in LPLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $11M in Q1 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TOBAM held 5,013 shares of LPL Financial worth $1.41M as of Q2 2026.
  • TOBAM sold 1,030 LPL Financial shares in Q2 2026, an estimated $309K.
  • LPL Financial made up 0.34% of TOBAM's portfolio in Q2 2026, its #79 holding.
  • TOBAM first reported a position in LPL Financial in Q4 2020 and has held it in 19 quarters since.
  • TOBAM's LPL Financial position peaked at $11M in Q1 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.