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Yousif Capital Management’s LPL Financial LPLA Stock Holding History

Yousif Capital Management’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 		$492K Buy
1,745
+14
+0.8% +$4.2K 0.01% 1359
2026
Q1 		$521K Buy
1,731
+63
+4% +$21.1K 0.01% 1374
2025
Q4 		$612K Sell
1,668
-38
-2% -$13.4K 0.01% 1324
2025
Q3 		$568K Sell
1,706
-97
-5% -$35.2K 0.01% 1375
2025
Q2 		$676K Buy
1,803
+5
+0.3% +$1.75K 0.01% 1323
2025
Q1 		$588K Buy
1,798
+15
+0.8% +$5.22K 0.01% 1375
2024
Q4 		$582K Buy
1,783
+86
+5% +$25.4K 0.01% 1416
2024
Q3 		$395K Buy
1,697
+50
+3% +$11.3K ﹤0.01% 1603
2024
Q2 		$460K Sell
1,647
-46
-3% -$12.5K 0.01% 1505
2024
Q1 		$447K Buy
1,693
+94
+6% +$23.7K 0.01% 1561
2023
Q4 		$364K Sell
1,599
-52
-3% -$11.7K ﹤0.01% 1679
2023
Q3 		$392K Buy
1,651
+40
+2% +$9.29K 0.01% 1601
2023
Q2 		$350K Sell
1,611
-109
-6% -$21.8K ﹤0.01% 1652
2023
Q1 		$348K Sell
1,720
-85
-5% -$19.4K ﹤0.01% 1643
2022
Q4 		$390K Buy
1,805
+110
+6% +$25.7K 0.01% 1598
2022
Q3 		$370K Sell
1,695
-354
-17% -$75.3K 0.01% 1633
2022
Q2 		$378K Sell
2,049
-375
-15% -$71.2K 0.01% 1655
2022
Q1 		$443K Buy
2,424
+85
+4% +$14.8K ﹤0.01% 1691
2021
Q4 		$374K Buy
+2,339
New +$386K ﹤0.01% 1753

Other funds holding LPLA

Assenagon Asset Management
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
PL
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management's LPLA Position: Q2 2026 in Review

Yousif Capital Management increased its LPL Financial (LPLA) stake by 0.81% in Q2 2026, buying an estimated $4.2K and bringing the position to 1,745 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1359.

Yousif Capital Management first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $676K in Q2 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Yousif Capital Management held 1,745 shares of LPL Financial worth $492K as of Q2 2026.
  • Yousif Capital Management bought 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
  • LPL Financial made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1359 holding.
  • Yousif Capital Management first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's LPL Financial position peaked at $676K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.