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Xponance’s LPL Financial LPLA Stock Holding History

Xponance’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 		$3.89M Sell
13,798
-5,165
-27% -$1.55M 0.02% 433
2026
Q1 		$5.7M Buy
18,963
+1,581
+9% +$530K 0.04% 333
2025
Q4 		$6.21M Buy
17,382
+490
+3% +$173K 0.05% 289
2025
Q3 		$5.62M Buy
16,892
+609
+4% +$221K 0.04% 299
2025
Q2 		$6.11M Buy
16,283
+1,578
+11% +$553K 0.05% 283
2025
Q1 		$4.81M Buy
14,705
+276
+2% +$96.1K 0.05% 309
2024
Q4 		$4.71M Buy
14,429
+1,363
+10% +$403K 0.04% 319
2024
Q3 		$3.04M Sell
13,066
-235
-2% -$53K 0.03% 424
2024
Q2 		$3.71M Sell
13,301
-135
-1% -$36.6K 0.04% 360
2024
Q1 		$3.55M Buy
13,436
+3,320
+33% +$838K 0.04% 369
2023
Q4 		$2.3M Sell
10,116
-1,023
-9% -$230K 0.03% 443
2023
Q3 		$2.65M Buy
11,139
+114
+1% +$26.5K 0.04% 383
2023
Q2 		$2.4M Buy
11,025
+141
+1% +$28.2K 0.03% 426
2023
Q1 		$2.2M Buy
10,884
+18
+0.2% +$4.12K 0.03% 436
2022
Q4 		$2.35M Buy
10,866
+1,449
+15% +$339K 0.04% 405
2022
Q3 		$2.06M Sell
9,417
-1
-0% -$213 0.04% 384
2022
Q2 		$1.74M Buy
9,418
+390
+4% +$74.1K 0.03% 407
2022
Q1 		$1.65M Buy
9,028
+102
+1% +$17.8K 0.03% 428
2021
Q4 		$1.43M Buy
8,926
+43
+0.5% +$7.1K 0.02% 480
2021
Q3 		$1.39M Sell
8,883
-347
-4% -$49.8K 0.03% 445
2021
Q2 		$1.25M Buy
+9,230
New +$1.34M 0.02% 498

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

Xponance's LPLA Position: Q2 2026 in Review

Xponance reduced its LPL Financial (LPLA) stake by 27% in Q2 2026, selling an estimated $1.55M and leaving 13,798 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #433.

Xponance first reported a position in LPLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.21M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Xponance held 13,798 shares of LPL Financial worth $3.89M as of Q2 2026.
  • Xponance sold 5,165 LPL Financial shares in Q2 2026, an estimated $1.55M.
  • LPL Financial made up 0.02% of Xponance's portfolio in Q2 2026, its #433 holding.
  • Xponance first reported a position in LPL Financial in Q2 2021 and has held it in 21 quarters since.
  • Xponance's LPL Financial position peaked at $6.21M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.