AlphaQuest’s LPL Financial LPLA Stock Holding History

AlphaQuest’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-667	Closed	-$238K	–	1148
2025 Q4	$238K	Hold	667	–	–	0.01%	1357
2025 Q3	$222K	Sell	667 -1	-0.1%	-$362	0.01%	1353
2025 Q2	$250K	Buy	668 +1	+0.1%	+$350	0.02%	995
2025 Q1	$218K	Hold	667	–	–	0.02%	939
2024 Q4	$218K	Sell	667 -3,720	-85%	-$1.1M	0.03%	834
2024 Q3	$1.02M	Buy	4,387 +1,373	+46%	+$309K	0.09%	351
2024 Q2	$842K	Buy	+3,014	New	+$818K	0.11%	291
2024 Q1	–	Sell	-553	Closed	-$126K	–	1729
2023 Q4	$126K	Buy	+553	New	+$124K	0.03%	718

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AlphaQuest's LPLA Position: Q1 2026 in Review

AlphaQuest sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 667 shares — an estimated $238K sold.

AlphaQuest first reported a position in LPLA in Q4 2023 and held it in 8 quarters. The position peaked at $1.02M in Q3 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

AlphaQuest reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 667 LPL Financial shares in Q1 2026, an estimated $238K.
AlphaQuest first reported a position in LPL Financial in Q4 2023 and held it in 8 quarters.
AlphaQuest's LPL Financial position peaked at $1.02M in Q3 2024.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.