Wellington Group’s LPL Financial LPLA Stock Holding History

Wellington Group’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	-75	Closed	-$22.6K	–	274
2026 Q1	$22.6K	Hold	75	–	–	0.01%	381
2025 Q4	$26.8K	Buy	+75	New	+$26.5K	0.01%	339

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

Wellington Group's LPLA Position: Q2 2026 in Review

Wellington Group sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 75 shares — an estimated $22.6K sold.

Wellington Group first reported a position in LPLA in Q4 2025 and held it in 2 quarters. The position peaked at $26.8K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Wellington Group reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 75 LPL Financial shares in Q2 2026, an estimated $22.6K.
Wellington Group first reported a position in LPL Financial in Q4 2025 and held it in 2 quarters.
Wellington Group's LPL Financial position peaked at $26.8K in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.