TS Financial Group (TSFG)’s LPL Financial LPLA Stock Holding History

TS Financial Group (TSFG)’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	$244K	Buy	867 +1	+0.1%	+$300	0.03%	174
2026 Q1	$261K	Hold	866	–	–	0.04%	156
2025 Q4	$309K	Buy	866 +1	+0.1%	+$354	0.05%	147
2025 Q3	$288K	Hold	865	–	–	0.05%	153
2025 Q2	$324K	Buy	865 +1	+0.1%	+$350	0.06%	137
2025 Q1	$283K	Hold	864	–	–	0.06%	131
2024 Q4	$282K	Buy	864 +1	+0.1%	+$296	0.06%	129
2024 Q3	$201K	Hold	863	–	–	0.04%	148
2024 Q2	$241K	Buy	863 +1	+0.1%	+$271	0.06%	132
2024 Q1	$228K	Hold	862	–	–	0.06%	135
2023 Q4	$196K	Buy	862 +1	+0.1%	+$225	0.06%	137
2023 Q3	$205K	Buy	861 +1	+0.1%	+$232	0.07%	130
2023 Q2	$187K	Buy	860 +1	+0.1%	+$200	0.07%	136
2023 Q1	$174K	Buy	859 +1	+0.1%	+$229	0.06%	137
2022 Q4	$186K	Hold	858	–	–	0.07%	132
2022 Q3	$187K	Buy	858 +1	+0.1%	+$213	0.09%	120
2022 Q2	$158K	Buy	857 +1	+0.1%	+$190	0.07%	138
2022 Q1	$156K	Buy	856 +1	+0.1%	+$174	0.06%	153
2021 Q4	$137K	Buy	855 +198	+30%	+$32.7K	0.05%	170
2021 Q3	$103K	Buy	657 +1	+0.2%	+$144	0.04%	208
2021 Q2	$89K	Buy	656 +1	+0.2%	+$145	0.04%	229
2021 Q1	$93K	Buy	655 +214	+49%	+$27.3K	0.05%	179
2020 Q4	$46K	Buy	441 +1	+0.2%	+$90	0.02%	262
2020 Q3	$34K	Buy	440 +2	+0.5%	+$159	0.02%	273
2020 Q2	$34K	Buy	438 +1	+0.2%	+$67	0.02%	267
2020 Q1	$24K	Buy	437 +2	+0.5%	+$161	0.02%	273
2019 Q4	$40K	Buy	435 +1	+0.2%	+$86	0.03%	256
2019 Q3	$36K	Buy	434 +249	+135%	+$19.9K	0.03%	254
2019 Q2	$15K	Hold	185	–	–	0.01%	346
2019 Q1	$13K	Buy	+185	New	+$13.3K	0.01%	359

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

TS Financial Group (TSFG)'s LPLA Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its LPL Financial (LPLA) stake by 0.12% in Q2 2026, buying an estimated $300 and bringing the position to 867 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #174.

TS Financial Group (TSFG) first reported a position in LPLA in Q1 2019 and has held it in 30 quarters since. The position peaked at $324K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

TS Financial Group (TSFG) held 867 shares of LPL Financial worth $244K as of Q2 2026.
TS Financial Group (TSFG) bought 1 LPL Financial share in Q2 2026, an estimated $300.
LPL Financial made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #174 holding.
TS Financial Group (TSFG) first reported a position in LPL Financial in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s LPL Financial position peaked at $324K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.