TC
LPLA icon

TownSquare Capital’s LPL Financial LPLA Stock Holding History

TownSquare Capital’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 		$1.26M Buy
4,479
+40
+0.9% +$12K 0.23% 92
2026
Q1 		$1.34M Sell
4,439
-147
-3% -$49.3K 0.3% 73
2025
Q4 		$1.64M Sell
4,586
-290
-6% -$103K 0.37% 57
2025
Q3 		$1.62M Sell
4,876
-1,054
-18% -$382K 0.25% 88
2025
Q2 		$2.22M Sell
5,930
-11,789
-67% -$4.13M 0.22% 102
2025
Q1 		$5.8M Buy
17,719
+2,187
+14% +$762K 0.06% 293
2024
Q4 		$5.07M Buy
15,532
+4,968
+47% +$1.47M 0.06% 307
2024
Q3 		$2.46M Buy
10,564
+1,328
+14% +$299K 0.03% 497
2024
Q2 		$2.58M Buy
9,236
+3,719
+67% +$1.01M 0.04% 436
2024
Q1 		$1.46M Buy
5,517
+1,370
+33% +$346K 0.02% 554
2023
Q4 		$944K Buy
4,147
+714
+21% +$160K 0.02% 615
2023
Q3 		$816K Buy
3,433
+617
+22% +$143K 0.01% 615
2023
Q2 		$612K Buy
2,816
+344
+14% +$68.9K 0.01% 705
2023
Q1 		$500K Buy
2,472
+387
+19% +$88.5K 0.01% 671
2022
Q4 		$451K Sell
2,085
-3,715
-64% -$868K 0.01% 668
2022
Q3 		$1.27M Buy
5,800
+957
+20% +$204K 0.04% 321
2022
Q2 		$893K Buy
4,843
+510
+12% +$96.9K 0.03% 356
2022
Q1 		$792K Buy
4,333
+639
+17% +$111K 0.02% 394
2021
Q4 		$591K Buy
3,694
+1,547
+72% +$255K 0.01% 444
2021
Q3 		$337K Buy
+2,147
New +$308K 0.01% 533

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

TownSquare Capital's LPLA Position: Q2 2026 in Review

TownSquare Capital increased its LPL Financial (LPLA) stake by 0.9% in Q2 2026, buying an estimated $12K and bringing the position to 4,479 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #92.

TownSquare Capital first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.8M in Q1 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TownSquare Capital held 4,479 shares of LPL Financial worth $1.26M as of Q2 2026.
  • TownSquare Capital bought 40 LPL Financial shares in Q2 2026, an estimated $12K.
  • LPL Financial made up 0.23% of TownSquare Capital's portfolio in Q2 2026, its #92 holding.
  • TownSquare Capital first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
  • TownSquare Capital's LPL Financial position peaked at $5.8M in Q1 2025.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TownSquare Capital's 13F filing for Q2 2026, filed 14 Aug 2026.