Virtus Investment Advisers’s LPL Financial LPLA Stock Holding History

Virtus Investment Advisers’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	–	Sell	-5,198	Closed	-$1.56M	–	490
2026 Q1	$1.56M	Sell	5,198 -366	-7%	-$123K	0.43%	111
2025 Q4	$1.99M	Buy	5,564 +808	+17%	+$286K	0.54%	47
2025 Q3	$1.58M	Buy	+4,756	New	+$1.72M	0.45%	125

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 $3.37T AUM 44.26% 1-Year Est. Return

Virtus Investment Advisers's LPLA Position: Q2 2026 in Review

Virtus Investment Advisers sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 5,198 shares — an estimated $1.56M sold.

Virtus Investment Advisers first reported a position in LPLA in Q3 2025 and held it in 3 quarters. The position peaked at $1.99M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Virtus Investment Advisers reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Virtus Investment Advisers sold 5,198 LPL Financial shares in Q2 2026, an estimated $1.56M.
Virtus Investment Advisers first reported a position in LPL Financial in Q3 2025 and held it in 3 quarters.
Virtus Investment Advisers's LPL Financial position peaked at $1.99M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.