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Winmill & Co’s LPL Financial LPLA Stock Holding History

Winmill & Co’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 		$13.1M Hold
46,500
– – 2.9% 14
2026
Q1 		$14M Sell
46,500
-2,360
-5% -$792K 4.04% 10
2025
Q4 		$17.5M Hold
48,860
– – 4.65% 9
2025
Q3 		$16.3M Hold
48,860
– – 3.94% 7
2025
Q2 		$18.3M Hold
48,860
– – 5.09% 4
2025
Q1 		$16M Hold
48,860
– – 4.86% 5
2024
Q4 		$16M Hold
48,860
– – 5.16% 5
2024
Q3 		$11.4M Buy
48,860
+24,200
+98% +$5.45M 3.82% 11
2024
Q2 		$6.89M Hold
24,660
– – 2.35% 19
2024
Q1 		$6.52M Hold
24,660
– – 1.85% 25
2023
Q4 		$5.61M Hold
24,660
– – 1.8% 25
2023
Q3 		$5.86M Buy
+24,660
New +$5.73M 2.15% 19

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

Winmill & Co's LPLA Position: Q2 2026 in Review

Winmill & Co held its LPL Financial (LPLA) position steady in Q2 2026 at 46,500 shares worth $13.1M. The position accounts for 2.9% of the portfolio, ranked #14.

Winmill & Co first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.3M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Winmill & Co held 46,500 shares of LPL Financial worth $13.1M as of Q2 2026.
  • Winmill & Co left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 2.9% of Winmill & Co's portfolio in Q2 2026, its #14 holding.
  • Winmill & Co first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • Winmill & Co's LPL Financial position peaked at $18.3M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Winmill & Co's 13F filing for Q2 2026, filed 13 Aug 2026.