Question 1

Does Utah Retirement Systems own LPLA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Utah Retirement Systems holds 12,154 shares of LPLA (LPL Financial Holdings), worth $3.4M.

Question 2

How many shares of LPLA does Utah Retirement Systems own?

Accepted Answer

As of its Q2 2026 13F, Utah Retirement Systems holds 12,154 shares of LPLA (LPL Financial Holdings).

Question 3

What is Utah Retirement Systems' LPLA position worth?

Accepted Answer

As of its Q2 2026 13F, Utah Retirement Systems' LPLA position is worth $3.4M.

Question 4

Is Utah Retirement Systems buying or selling LPLA?

Accepted Answer

In Q2 2026, Utah Retirement Systems reduced its LPLA position by 800 shares (-6.2%).

Question 5

When did Utah Retirement Systems first buy LPLA?

Accepted Answer

Utah Retirement Systems already held LPLA in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12,154	-6.2%	$3.4M	0.0%	$281.45	0
2026-Q1	Decreased	12,954	-1.6%	$3.9M	0.0%	$300.27	0
2025-Q4	Unchanged	13,169	0.0%	$4.7M	0.0%	$356.17	0
2025-Q3	Increased	13,169	+5.0%	$4.4M	0.0%	$331.49	28
2025-Q2	Increased	12,540	+1.8%	$4.7M	0.0%	$373.30	27
2025-Q1	Unchanged	12,317	0.0%	$4M	0.0%	$325.43	0
2024-Q4	Unchanged	12,317	0.0%	$4M	0.0%	$324.49	0
2024-Q3	Increased	12,317	+0.8%	$2.9M	0.0%	$230.97	26