Question 1

How many shares of LPLA does Utah Retirement Systems own?

Accepted Answer

As of 2026-Q2, Utah Retirement Systems holds 12,154 shares of LPLA (LPL FINANCIAL HOLDINGS INC).

Question 2

What is Utah Retirement Systems's LPLA position worth?

Accepted Answer

As of 2026-Q2, Utah Retirement Systems's LPLA position is worth $3.4M.

Question 3

Is Utah Retirement Systems buying or selling LPLA?

Accepted Answer

In 2026-Q2, Utah Retirement Systems decreased their LPLA position (-6.2% change in shares).

Question 4

When did Utah Retirement Systems first buy LPLA?

Accepted Answer

Based on available 13F filings, Utah Retirement Systems first reported a position in LPLA in 2024-Q3. They have held the position across 30 quarters.

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