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LPLALPLA
6 quarters

Position history for SCSCS Capital Management LLC's holdings in LPL FINANCIAL HOLDINGS INC

SCS Capital Management LLC holds 213,511 shares of LPLA (LPL FINANCIAL HOLDINGS INC), worth $60.1M as of 2026-Q2. The position was increased (+1308.3% shares). LPLA represents 0.6% of SCS Capital Management LLC's portfolio.

Current Value

$60.1M

Current Shares

213,511

Total Value Change

+$36.4M

Total Shares Change

+140,983

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
213,511
+1308.3%
$60.1M0.6%$281.45
67
2026-Q1
Unchanged
15,161
0.0%
$4.6M0.0%$300.27
0
2025-Q4
Decreased
15,161
-6.2%
$5.4M0.1%$356.17
0
2025-Q3
Unchanged
16,161
0.0%
$5.4M0.1%$331.49
0
2025-Q2
Decreased
16,161
-77.7%
$6.1M0.1%$373.30
0
2025-Q1
New
72,528
-
$23.7M0.3%$325.43
47

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS, Janus Henderson Group Ltd.

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