Tom Gayner’s LPL Financial LPLA Stock Holding History

Tom Gayner’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	$158M	Hold	559,951	–	–	1.2%	23
2026 Q1	$168M	Hold	559,951	–	–	1.41%	19
2025 Q4	$200M	Buy	559,951 +6,630	+1%	+$2.34M	1.59%	15
2025 Q3	$184M	Buy	553,321 +8,717	+2%	+$3.16M	1.49%	20
2025 Q2	$204M	Buy	544,604 +5,500	+1%	+$1.93M	1.73%	17
2025 Q1	$176M	Buy	539,104 +6,700	+1%	+$2.33M	1.57%	19
2024 Q4	$174M	Buy	532,404 +12,000	+2%	+$3.55M	1.53%	21
2024 Q3	$121M	Buy	520,404 +38,613	+8%	+$8.7M	1.09%	29
2024 Q2	$135M	Buy	481,791 +27,500	+6%	+$7.46M	1.32%	26
2024 Q1	$120M	Buy	454,291 +27,905	+7%	+$7.04M	1.18%	26
2023 Q4	$97.1M	Buy	426,386 +125,122	+42%	+$28.1M	1.06%	27
2023 Q3	$71.6M	Buy	301,264 +174,205	+137%	+$40.5M	0.86%	37
2023 Q2	$27.6M	Buy	127,059 +107,389	+546%	+$21.5M	0.33%	66
2023 Q1	$3.98M	Buy	19,670 +16,989	+634%	+$3.88M	0.05%	112
2022 Q4	$580K	Buy	+2,681	New	+$627K	0.01%	133

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tom Gayner's LPLA Position: Q2 2026 in Review

Tom Gayner held its LPL Financial (LPLA) position steady in Q2 2026 at 559,951 shares worth $158M. The position accounts for 1.2% of the portfolio, ranked #23.

Tom Gayner first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $204M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Tom Gayner held 559,951 shares of LPL Financial worth $158M as of Q2 2026.
Tom Gayner left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 1.2% of Tom Gayner's portfolio in Q2 2026, its #23 holding.
Tom Gayner first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
Tom Gayner's LPL Financial position peaked at $204M in Q2 2025.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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