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Versant Capital Management’s LPL Financial LPLA Stock Holding History

Versant Capital 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 		$53K Buy
188
+83
+79% +$24.9K ﹤0.01% 1312
2026
Q1 		$31.6K Sell
105
-42
-29% -$14.1K ﹤0.01% 1532
2025
Q4 		$52.5K Hold
147
– – 0.01% 1063
2025
Q3 		$48.9K Sell
147
-97
-40% -$35.2K 0.01% 1051
2025
Q2 		$91.5K Buy
244
+63
+35% +$22.1K 0.01% 706
2025
Q1 		$59.2K Buy
181
+167
+1,193% +$58.2K 0.01% 803
2024
Q4 		$4.57K Buy
14
+2
+17% +$591 ﹤0.01% 1798
2024
Q3 		$2.79K Sell
12
-57
-83% -$12.8K ﹤0.01% 1474
2024
Q2 		$19.3K Buy
69
+61
+763% +$16.6K ﹤0.01% 734
2024
Q1 		$2.11K Hold
8
– – ﹤0.01% 1328
2023
Q4 		$1.82K Sell
8
-17
-68% -$3.82K ﹤0.01% 1314
2023
Q3 		$5.94K Hold
25
– – ﹤0.01% 914
2023
Q2 		$5.44K Buy
25
+4
+19% +$801 ﹤0.01% 1011
2023
Q1 		$4.25K Buy
+21
New +$4.8K ﹤0.01% 1000
2020
Q1 		– Sell
-4
Closed -$322 – 1520
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1483
2019
Q3 		$0 Sell
4
-2
-33% -$160 ﹤0.01% 1492
2019
Q2 		$0 Hold
6
– – ﹤0.01% 1571
2019
Q1 		$0 Hold
6
– – ﹤0.01% 1665
2018
Q4 		$0 Hold
6
– – ﹤0.01% 1577
2018
Q3 		$0 Hold
6
– – ﹤0.01% 1597
2018
Q2 		$0 Hold
6
– – ﹤0.01% 1586
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1584
2017
Q4 		$0 Hold
6
– – ﹤0.01% 1593
2017
Q3 		$0 Sell
6
-7
-54% -$322 ﹤0.01% 1514
2017
Q2 		$0 Hold
13
– – ﹤0.01% 1495
2017
Q1 		$0 Hold
13
– – ﹤0.01% 1491
2016
Q4 		$0 Hold
13
– – ﹤0.01% 1464
2016
Q3 		$0 Sell
13
-13
-50% -$352 ﹤0.01% 1438
2016
Q2 		$0 Sell
26
-49
-65% -$1.23K ﹤0.01% 1395
2016
Q1 		$1K Buy
+75
New +$2.02K ﹤0.01% 1249

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

Versant Capital Management's LPLA Position: Q2 2026 in Review

Versant Capital Management increased its LPL Financial (LPLA) stake by 79% in Q2 2026, buying an estimated $24.9K and bringing the position to 188 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Versant Capital Management first reported a position in LPLA in Q1 2016 and has held it in 30 quarters since. The position peaked at $91.5K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Versant Capital Management held 188 shares of LPL Financial worth $53K as of Q2 2026.
  • Versant Capital Management bought 83 LPL Financial shares in Q2 2026, an estimated $24.9K.
  • LPL Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1312 holding.
  • Versant Capital Management first reported a position in LPL Financial in Q1 2016 and has held it in 30 quarters since.
  • Versant Capital Management's LPL Financial position peaked at $91.5K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.