LPL FINANCIAL HOLDINGS INC · CUSIP 50212V100 · CIK 1594320
As of 2026-06-30, Coronation Fund Managers Ltd. reported 249.96K LPLA (shares), valued at $70.41M, or 2.69% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 13.94%; reported value decreased 19.42%, and weight changed -1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.69% | 249,962 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.98% | 290,443 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 3.66% | 228,265 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 3.26% | 187,973 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 3.07% | 151,023 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 2.19% | 123,333 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 3.59% | 187,008 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 2.81% | 217,451 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.08% | 129,255 | SEC filing ↗Filed Sep 4, 2024Amended |
| Q1 2024 | 2.14% | 298,178 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 0.73% | 114,888 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 0.54% | 76,282 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.54% | 76,282 | $18.13M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 0.73% | 114,888 | $26.15M | Shares increased 50.61%; reported value increased 44.25%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 2.14% | 298,178 | $78.78M | Shares increased 159.54%; reported value increased 201.25%, and weight changed +1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.08% | 129,255 | $36.10M | Shares decreased 56.65%; reported value decreased 54.17%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 4, 2024 |
| Q3 2024 | 2.81% | 217,451 | $50.59M | Shares increased 68.23%; reported value increased 40.12%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 3.59% | 187,008 | $61.06M | Shares decreased 14.00%; reported value increased 20.71%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.19% | 123,333 | $40.35M | Shares decreased 34.05%; reported value decreased 33.92%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 3.07% | 151,023 | $56.63M | Shares increased 22.45%; reported value increased 40.35%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.26% | 187,973 | $62.54M | Shares increased 24.47%; reported value increased 10.43%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 3.66% | 228,265 | $81.53M | Shares increased 21.43%; reported value increased 30.37%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 3.98% | 290,443 | $87.37M | Shares increased 27.24%; reported value increased 7.17%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.69% | 249,962 | $70.41M | Shares decreased 13.94%; reported value decreased 19.42%, and weight changed -1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.