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Torren Management’s LPL Financial LPLA Stock Holding History

Torren 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 		$283 Hold
1
– – ﹤0.01% 899
2026
Q1 		$303 Sell
1
-23
-96% -$7.72K ﹤0.01% 925
2025
Q4 		$8.57K Buy
+24
New +$8.49K ﹤0.01% 801

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Torren Management's LPLA Position: Q2 2026 in Review

Torren Management held its LPL Financial (LPLA) position steady in Q2 2026 at 1 share worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Torren Management first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.57K in Q4 2025. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Torren Management held 1 share of LPL Financial worth $283 as of Q2 2026.
  • Torren Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Torren Management's portfolio in Q2 2026, its #899 holding.
  • Torren Management first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Torren Management's LPL Financial position peaked at $8.57K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.