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Woodline Partners’s LPL Financial LPLA Stock Holding History

Woodline Partners’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 		$12.1M Buy
43,044
+39,922
+1,279% +$12M 0.04% 488
2026
Q1 		$939K Sell
3,122
-70,424
-96% -$23.6M ﹤0.01% 893
2025
Q4 		$26.3M Buy
+73,546
New +$26M 0.1% 260
2025
Q2 		– Sell
-5,000
Closed -$1.64M – 1000
2025
Q1 		$1.64M Buy
+5,000
New +$1.74M 0.01% 696

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

Woodline Partners's LPLA Position: Q2 2026 in Review

Woodline Partners increased its LPL Financial (LPLA) stake by 1,279% in Q2 2026, buying an estimated $12M and bringing the position to 43,044 shares worth $12.1M. The position accounts for 0.04% of the portfolio, ranked #488.

Woodline Partners first reported a position in LPLA in Q1 2025 and has held it in 4 quarters since. The position peaked at $26.3M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Woodline Partners held 43,044 shares of LPL Financial worth $12.1M as of Q2 2026.
  • Woodline Partners bought 39,922 LPL Financial shares in Q2 2026, an estimated $12M.
  • LPL Financial made up 0.04% of Woodline Partners's portfolio in Q2 2026, its #488 holding.
  • Woodline Partners first reported a position in LPL Financial in Q1 2025 and has held it in 4 quarters since.
  • Woodline Partners's LPL Financial position peaked at $26.3M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.