Y-Intercept (HK)’s LPL Financial LPLA Stock Holding History

Y-Intercept (HK)’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	$7.46M	Buy	+26,484	New	+$7.95M	0.15%	163
2025 Q4	–	Sell	-735	Closed	-$245K	–	1813
2025 Q3	$245K	Sell	735 -4,689	-86%	-$1.7M	0.01%	1433
2025 Q2	$2.03M	Buy	+5,424	New	+$1.9M	0.05%	593
2024 Q2	–	Sell	-2,451	Closed	-$648K	–	1684
2024 Q1	$648K	Buy	2,451 +526	+27%	+$133K	0.05%	583
2023 Q4	$438K	Buy	+1,925	New	+$433K	0.04%	660
2023 Q2	–	Sell	-1,976	Closed	-$400K	–	1533
2023 Q1	$400K	Buy	+1,976	New	+$452K	0.05%	642
2022 Q1	–	Sell	-2,343	Closed	-$375K	–	849
2021 Q4	$375K	Buy	+2,343	New	+$387K	0.09%	329

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Y-Intercept (HK)'s LPLA Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in LPL Financial (LPLA) in Q2 2026: 26,484 shares worth $7.46M. The stake represents 0.15% of the portfolio and ranks #163 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in LPLA as recently as Q3 2025.

Y-Intercept (HK) first reported a position in LPLA in Q4 2021 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Y-Intercept (HK) held 26,484 shares of LPL Financial worth $7.46M as of Q2 2026.
LPL Financial was a new Y-Intercept (HK) position in Q2 2026.
LPL Financial made up 0.15% of Y-Intercept (HK)'s portfolio in Q2 2026, its #163 holding.
Y-Intercept (HK) first reported a position in LPL Financial in Q4 2021 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.