Winton Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.16M | Buy |
21,878
+20,842
| +2,012% | +$6.26M | 0.2% | 118 |
|
|
2026
Q1 | $312K | Buy |
+1,036
| New | +$348K | 0.01% | 850 |
|
|
2025
Q3 | – | Sell |
-4,428
| Closed | -$1.66M | – | 902 |
|
|
2025
Q2 | $1.66M | Buy |
+4,428
| New | +$1.55M | 0.08% | 286 |
|
|
2025
Q1 | – | Sell |
-1,851
| Closed | -$604K | – | 744 |
|
|
2024
Q4 | $604K | Sell |
1,851
-971
| -34% | -$287K | 0.04% | 433 |
|
|
2024
Q3 | $656K | Buy |
+2,822
| New | +$636K | 0.05% | 397 |
|
|
2023
Q3 | – | Sell |
-13,684
| Closed | -$2.98M | – | 863 |
|
|
2023
Q2 | $2.98M | Buy |
+13,684
| New | +$2.74M | 0.25% | 82 |
|
|
2022
Q4 | – | Sell |
-3,281
| Closed | -$717K | – | 989 |
|
|
2022
Q3 | $717K | Buy |
3,281
+1,006
| +44% | +$214K | 0.05% | 526 |
|
|
2022
Q2 | $420K | Sell |
2,275
-1,485
| -39% | -$282K | 0.02% | 736 |
|
|
2022
Q1 | $687K | Buy |
3,760
+409
| +12% | +$71.2K | 0.04% | 587 |
|
|
2021
Q4 | $536K | Buy |
+3,351
| New | +$553K | 0.03% | 659 |
|
|
2021
Q3 | – | Sell |
-2,135
| Closed | -$288K | – | 1421 |
|
|
2021
Q2 | $288K | Sell |
2,135
-2,200
| -51% | -$320K | 0.02% | 1199 |
|
|
2021
Q1 | $616K | Sell |
4,335
-3,817
| -47% | -$487K | 0.04% | 757 |
|
|
2020
Q4 | $850K | Sell |
8,152
-17,333
| -68% | -$1.56M | 0.06% | 496 |
|
|
2020
Q3 | $1.95M | Buy |
25,485
+11,257
| +79% | +$894K | 0.06% | 537 |
|
|
2020
Q2 | $1.11M | Sell |
14,228
-650
| -4% | -$43.4K | 0.03% | 923 |
|
|
2020
Q1 | $810K | Sell |
14,878
-12,282
| -45% | -$990K | 0.02% | 875 |
|
|
2019
Q4 | $2.51M | Buy |
27,160
+12,219
| +82% | +$1.05M | 0.04% | 717 |
|
|
2019
Q3 | $1.22M | Buy |
14,941
+4,742
| +46% | +$380K | 0.01% | 748 |
|
|
2019
Q2 | $832K | Buy |
10,199
+143
| +1% | +$11.3K | 0.02% | 474 |
|
|
2019
Q1 | $700K | Buy |
10,056
+4,392
| +78% | +$317K | 0.01% | 455 |
|
|
2018
Q4 | $346K | Sell |
5,664
-2,036
| -26% | -$124K | 0.01% | 608 |
|
|
2018
Q3 | $497K | Buy |
7,700
+3,025
| +65% | +$201K | 0.01% | 628 |
|
|
2018
Q2 | $306K | Sell |
4,675
-1,035
| -18% | -$68K | 0.01% | 819 |
|
|
2018
Q1 | $349K | Buy |
+5,710
| New | +$354K | 0.01% | 919 |
|
Other funds holding LPLA
JT
SC
Winton Group's LPLA Position: Q2 2026 in Review
Winton Group increased its LPL Financial (LPLA) stake by 2,012% in Q2 2026, buying an estimated $6.26M and bringing the position to 21,878 shares worth $6.16M. The position accounts for 0.2% of the portfolio, ranked #118.
Winton Group first reported a position in LPLA in Q1 2018 and has held it in 24 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Winton Group held 21,878 shares of LPL Financial worth $6.16M as of Q2 2026.
- Winton Group bought 20,842 LPL Financial shares in Q2 2026, an estimated $6.26M.
- LPL Financial made up 0.2% of Winton Group's portfolio in Q2 2026, its #118 holding.
- Winton Group first reported a position in LPL Financial in Q1 2018 and has held it in 24 quarters since.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.