William Blair & Company
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William Blair & Company’s LPL Financial LPLA Stock Holding History

William Blair & Company’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 		$4.49M Sell
15,924
-1,246
-7% -$374K 0.01% 548
2026
Q1 		$5.17M Buy
17,170
+11,593
+208% +$3.89M 0.01% 500
2025
Q4 		$1.99M Buy
5,577
+3,655
+190% +$1.29M 0.01% 744
2025
Q3 		$640K Sell
1,922
-8,226
-81% -$2.98M ﹤0.01% 1038
2025
Q2 		$3.81M Sell
10,148
-10,290
-50% -$3.61M 0.01% 571
2025
Q1 		$6.69M Sell
20,438
-918
-4% -$320K 0.02% 410
2024
Q4 		$6.97M Sell
21,356
-1,766
-8% -$522K 0.02% 417
2024
Q3 		$5.38M Sell
23,122
-1,479
-6% -$333K 0.02% 489
2024
Q2 		$6.87M Sell
24,601
-686
-3% -$186K 0.02% 405
2024
Q1 		$6.68M Buy
25,287
+1,832
+8% +$462K 0.02% 407
2023
Q4 		$5.34M Sell
23,455
-1,202
-5% -$270K 0.02% 447
2023
Q3 		$5.86M Buy
24,657
+11,646
+90% +$2.7M 0.02% 402
2023
Q2 		$2.83M Buy
+13,011
New +$2.61M 0.01% 583
2016
Q1 		– Sell
-68,989
Closed -$2.94M – 1218
2015
Q4 		$2.94M Sell
68,989
-8,985
-12% -$383K 0.03% 385
2015
Q3 		$3.1M Sell
77,974
-2,480,798
-97% -$107M 0.03% 416
2015
Q2 		$119M Sell
2,558,772
-1,914,112
-43% -$82.8M 0.18% 168
2015
Q1 		$196M Buy
4,472,884
+227,819
+5% +$10.1M 0.3% 88
2014
Q4 		$189M Buy
4,245,065
+394,576
+10% +$17M 0.31% 82
2014
Q3 		$177M Sell
3,850,489
-9,201
-0.2% -$443K 0.3% 82
2014
Q2 		$192M Buy
3,859,690
+689,559
+22% +$33.4M 0.31% 77
2014
Q1 		$167M Sell
3,170,131
-1,377,751
-30% -$72.7M 0.28% 100
2013
Q4 		$214M Sell
4,547,882
-44,177
-1% -$1.85M 0.35% 62
2013
Q3 		$176M Buy
4,592,059
+1,590,449
+53% +$60.8M 0.31% 73
2013
Q2 		$113M Buy
+3,001,610
New +$107M 0.22% 120

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

William Blair & Company's LPLA Position: Q2 2026 in Review

William Blair & Company reduced its LPL Financial (LPLA) stake by 7.3% in Q2 2026, selling an estimated $374K and leaving 15,924 shares worth $4.49M. The position accounts for 0.01% of the portfolio, ranked #548.

William Blair & Company first reported a position in LPLA in Q2 2013 and has held it in 24 quarters since. The position peaked at $214M in Q4 2013. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • William Blair & Company held 15,924 shares of LPL Financial worth $4.49M as of Q2 2026.
  • William Blair & Company sold 1,246 LPL Financial shares in Q2 2026, an estimated $374K.
  • LPL Financial made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #548 holding.
  • William Blair & Company first reported a position in LPL Financial in Q2 2013 and has held it in 24 quarters since.
  • William Blair & Company's LPL Financial position peaked at $214M in Q4 2013.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.