Westwood Holdings Group’s LPL Financial LPLA Stock Holding History

Westwood Holdings 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	-109,442	Closed	-$32.9M	–	654
2026 Q1	$32.9M	Sell	109,442 -28,598	-21%	-$9.6M	0.24%	147
2025 Q4	$49.3M	Sell	138,040 -52,049	-27%	-$18.4M	0.4%	99
2025 Q3	$63.2M	Buy	+190,089	New	+$68.9M	0.45%	94
2025 Q2	–	Sell	-55,121	Closed	-$18M	–	503
2025 Q1	$18M	Sell	55,121 -15,155	-22%	-$5.28M	0.14%	173
2024 Q4	$22.9M	Buy	70,276 +11,844	+20%	+$3.5M	0.18%	160
2024 Q3	$13.6M	Buy	+58,432	New	+$13.2M	0.06%	234
2022 Q4	–	Sell	-27,453	Closed	-$6M	–	584
2022 Q3	$6M	Sell	27,453 -39,084	-59%	-$8.31M	0.07%	196
2022 Q2	$12.3M	Buy	66,537 +8,524	+15%	+$1.62M	0.13%	170
2022 Q1	$10.6M	Buy	+58,013	New	+$10.1M	0.1%	194

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 $3.38T AUM 44.17% 1-Year Est. Return

Westwood Holdings Group's LPLA Position: Q2 2026 in Review

Westwood Holdings Group sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 109,442 shares — an estimated $32.9M sold.

Westwood Holdings Group first reported a position in LPLA in Q1 2022 and held it in 9 quarters. The position peaked at $63.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Westwood Holdings Group reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Westwood Holdings Group sold 109,442 LPL Financial shares in Q2 2026, an estimated $32.9M.
Westwood Holdings Group first reported a position in LPL Financial in Q1 2022 and held it in 9 quarters.
Westwood Holdings Group's LPL Financial position peaked at $63.2M in Q3 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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