VanEck Associates
LPLA icon

VanEck Associates’s LPL Financial LPLA Stock Holding History

VanEck Associates’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 		$295M Buy
1,048,344
+45,367
+5% +$13.6M 0.18% 83
2026
Q1 		$302M Buy
1,002,977
+509,189
+103% +$171M 0.23% 88
2025
Q4 		$176M Buy
493,788
+486,453
+6,632% +$172M 0.15% 133
2025
Q3 		$2.44M Sell
7,335
-973
-12% -$353K ﹤0.01% 958
2025
Q2 		$3.12M Sell
8,308
-24,021
-74% -$8.42M ﹤0.01% 881
2025
Q1 		$10.6M Sell
32,329
-1,465
-4% -$510K 0.01% 466
2024
Q4 		$11M Sell
33,794
-2,586
-7% -$765K 0.01% 441
2024
Q3 		$9.39M Buy
36,380
+13,814
+61% +$3.11M 0.01% 462
2024
Q2 		$6.3M Sell
22,566
-1,023
-4% -$278K 0.01% 519
2024
Q1 		$6.23M Buy
23,589
+2,969
+14% +$749K 0.01% 518
2023
Q4 		$4.69M Buy
20,620
+2,946
+17% +$662K 0.01% 563
2023
Q3 		$4.2M Buy
17,674
+3,798
+27% +$882K 0.01% 549
2023
Q2 		$3.02M Buy
+13,876
New +$2.78M 0.01% 630

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

VanEck Associates's LPLA Position: Q2 2026 in Review

VanEck Associates increased its LPL Financial (LPLA) stake by 4.5% in Q2 2026, buying an estimated $13.6M and bringing the position to 1,048,344 shares worth $295M. The position accounts for 0.18% of the portfolio, ranked #83.

VanEck Associates first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $302M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • VanEck Associates held 1,048,344 shares of LPL Financial worth $295M as of Q2 2026.
  • VanEck Associates bought 45,367 LPL Financial shares in Q2 2026, an estimated $13.6M.
  • LPL Financial made up 0.18% of VanEck Associates's portfolio in Q2 2026, its #83 holding.
  • VanEck Associates first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • VanEck Associates's LPL Financial position peaked at $302M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on VanEck Associates's 13F filing for Q2 2026, filed 14 Aug 2026.