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DODGE & COX LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
8
Latest value
$1.3B
Q2 2026
Peak value
$1.4B
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $3.6M |
| Q4 2024 | $153.5M |
| Q1 2025 | $498.4M |
| Q2 2025 | $1B |
| Q3 2025 | $1.1B |
| Q4 2025 | $1.4B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.3B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $1.3B | 4.58M | — | — |
| Q1 2026 | $1.2B | 4.15M | — | — |
| Q4 2025 | $1.4B | 3.95M | — | — |
| Q3 2025 | $1.1B | 3.33M | — | — |
| Q2 2025 | $1B | 2.70M | — | — |
| Q1 2025 | $498.4M | 1.52M | — | — |
| Q4 2024 | $153.5M | 470.1K | — | — |
| Q3 2024 | $3.6M | 15.6K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$750.5M
$741.1M
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