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Tran Capital Management’s LPL Financial LPLA Stock Holding History

Tran Capital 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 		$7.94M Buy
28,177
+26,329
+1,425% +$7.9M 0.91% 29
2026
Q1 		$556K Sell
1,848
-1
-0.1% -$336 0.08% 56
2025
Q4 		$660K Sell
1,849
-705
-28% -$249K 0.08% 52
2025
Q3 		$850K Hold
2,554
– – 0.1% 47
2025
Q2 		$958K Buy
+2,554
New +$895K 0.11% 41

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

Tran Capital Management's LPLA Position: Q2 2026 in Review

Tran Capital Management increased its LPL Financial (LPLA) stake by 1,425% in Q2 2026, buying an estimated $7.9M and bringing the position to 28,177 shares worth $7.94M. The position accounts for 0.91% of the portfolio, ranked #29.

Tran Capital Management first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Tran Capital Management held 28,177 shares of LPL Financial worth $7.94M as of Q2 2026.
  • Tran Capital Management bought 26,329 LPL Financial shares in Q2 2026, an estimated $7.9M.
  • LPL Financial made up 0.91% of Tran Capital Management's portfolio in Q2 2026, its #29 holding.
  • Tran Capital Management first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.