Universal-Beteiligungs- und Servicegesellschaft’s LPL Financial LPLA Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$12.3M	Sell	43,562 -1,717	-4%	-$515K	0.02%	578
2026 Q1	$13.6M	Buy	45,279 +2,694	+6%	+$904K	0.02%	501
2025 Q4	$15.2M	Buy	42,585 +816	+2%	+$289K	0.02%	481
2025 Q3	$13.9M	Buy	41,769 +19,150	+85%	+$6.94M	0.02%	500
2025 Q2	$8.48M	Buy	22,619 +621	+3%	+$218K	0.02%	623
2025 Q1	$7.2M	Buy	21,998 +1,106	+5%	+$385K	0.01%	670
2024 Q4	$6.82M	Buy	+20,892	New	+$6.18M	0.01%	638

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 $3.38T AUM 44.17% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's LPLA Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its LPL Financial (LPLA) stake by 3.8% in Q2 2026, selling an estimated $515K and leaving 43,562 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #578.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 43,562 shares of LPL Financial worth $12.3M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 1,717 LPL Financial shares in Q2 2026, an estimated $515K.
LPL Financial made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #578 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's LPL Financial position peaked at $15.2M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.