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TwinBeech Capital’s LPL Financial LPLA Stock Holding History

TwinBeech 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 		$1.5M Buy
+5,320
New +$1.6M 0.27% 114
2025
Q3 		– Sell
-133,319
Closed -$50M – 715
2025
Q2 		$50M Buy
+133,319
New +$46.7M 1.13% 15
2025
Q1 		– Sell
-16,217
Closed -$5.3M – 848
2024
Q4 		$5.3M Buy
16,217
+3,365
+26% +$995K 0.09% 213
2024
Q3 		$2.99M Sell
12,852
-2,960
-19% -$667K 0.06% 352
2024
Q2 		$4.42M Buy
+15,812
New +$4.29M 0.09% 242
2024
Q1 		– Sell
-62,154
Closed -$14.1M – 736
2023
Q4 		$14.1M Buy
+62,154
New +$14M 0.23% 134
2023
Q2 		– Sell
-177,972
Closed -$36M – 756
2023
Q1 		$36M Buy
177,972
+107,883
+154% +$24.7M 0.73% 28
2022
Q4 		$15.2M Buy
+70,089
New +$16.4M 0.29% 99
2021
Q3 		– Sell
-5,518
Closed -$745K – 681
2021
Q2 		$745K Buy
+5,518
New +$802K 0.09% 254
2020
Q1 		– Sell
-2,537
Closed -$234K – 397
2019
Q4 		$234K Buy
+2,537
New +$218K 0.07% 332

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

TwinBeech Capital's LPLA Position: Q2 2026 in Review

TwinBeech Capital opened a new position in LPL Financial (LPLA) in Q2 2026: 5,320 shares worth $1.5M. The stake represents 0.27% of the portfolio and ranks #114 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in LPLA as recently as Q2 2025.

TwinBeech Capital first reported a position in LPLA in Q4 2019 and has held it in 10 quarters since. The position peaked at $50M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TwinBeech Capital held 5,320 shares of LPL Financial worth $1.5M as of Q2 2026.
  • LPL Financial was a new TwinBeech Capital position in Q2 2026.
  • LPL Financial made up 0.27% of TwinBeech Capital's portfolio in Q2 2026, its #114 holding.
  • TwinBeech Capital first reported a position in LPL Financial in Q4 2019 and has held it in 10 quarters since.
  • TwinBeech Capital's LPL Financial position peaked at $50M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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