V-Square Quantitative Management’s LPL Financial LPLA Stock Holding History

V-Square Quantitative 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	$401K	Buy	1,423 +130	+10%	+$39K	0.04%	382
2026 Q1	$389K	Buy	1,293 +178	+16%	+$59.7K	0.04%	366
2025 Q4	$398K	Buy	+1,115	New	+$394K	0.04%	352
2025 Q3	–	Sell	-968	Closed	-$363K	–	394
2025 Q2	$363K	Buy	968 +12	+1%	+$4.2K	0.05%	366
2025 Q1	$313K	Buy	956 +81	+9%	+$28.2K	0.05%	397
2024 Q4	$286K	Buy	875 +7	+0.8%	+$2.07K	0.04%	423
2024 Q3	$202K	Buy	868 +3	+0.3%	+$676	0.03%	512
2024 Q2	$242K	Buy	865 +2	+0.2%	+$543	0.04%	412
2024 Q1	$228K	Hold	863	–	–	0.03%	449
2023 Q4	$196K	Buy	863 +341	+65%	+$76.7K	0.03%	475
2023 Q3	$124K	Buy	522 +47	+10%	+$10.9K	0.05%	468
2023 Q2	$103K	Buy	+475	New	+$95.1K	0.08%	217

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

V-Square Quantitative Management's LPLA Position: Q2 2026 in Review

V-Square Quantitative Management increased its LPL Financial (LPLA) stake by 10% in Q2 2026, buying an estimated $39K and bringing the position to 1,423 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #382.

V-Square Quantitative Management first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

V-Square Quantitative Management held 1,423 shares of LPL Financial worth $401K as of Q2 2026.
V-Square Quantitative Management bought 130 LPL Financial shares in Q2 2026, an estimated $39K.
LPL Financial made up 0.04% of V-Square Quantitative Management's portfolio in Q2 2026, its #382 holding.
V-Square Quantitative Management first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
235 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.