University of Texas/Texas AM Investment Management Co (UTIMCO)’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Buy
+724
New +$217K 0.02% 164
2026
Q1
Sell
-3,303
Closed -$1.18M 347
2025
Q4
$1.18M Sell
3,303
-2,040
-38% -$722K 0.17% 84
2025
Q3
$1.78M Buy
+5,343
New +$1.94M 0.26% 61
2025
Q2
Sell
-463
Closed -$151K 177
2025
Q1
$151K Buy
+463
New +$161K 0.03% 104
2024
Q1
Sell
-3,744
Closed -$852K 190
2023
Q4
$852K Buy
+3,744
New +$842K 0.23% 42

Other funds holding LPLA

University of Texas/Texas AM Investment Management Co (UTIMCO)'s LPLA Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) opened a new position in LPL Financial (LPLA) in Q2 2026: 724 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings. This is a return to the name: University of Texas/Texas AM Investment Management Co (UTIMCO) previously reported a position in LPLA as recently as Q4 2025.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in LPLA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2025. 493 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) held 724 shares of LPL Financial worth $204K as of Q2 2026.
  • LPL Financial was a new University of Texas/Texas AM Investment Management Co (UTIMCO) position in Q2 2026.
  • LPL Financial made up 0.02% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #164 holding.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in LPL Financial in Q4 2023 and has held it in 5 quarters since.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s LPL Financial position peaked at $1.78M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.