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Ballentine Partners’s LPL Financial LPLA Stock Holding History

Ballentine Partners’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
-865
Closed -$309K – 1061
2025
Q4 		$309K Sell
865
-184
-18% -$65.1K ﹤0.01% 710
2025
Q3 		$349K Buy
1,049
+11
+1% +$3.99K ﹤0.01% 646
2025
Q2 		$389K Buy
+1,038
New +$364K 0.01% 573

Other funds holding LPLA

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ballentine Partners's LPLA Position: Q1 2026 in Review

Ballentine Partners sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 865 shares — an estimated $309K sold.

Ballentine Partners first reported a position in LPLA in Q2 2025 and held it in 3 quarters. The position peaked at $389K in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Ballentine Partners reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 865 LPL Financial shares in Q1 2026, an estimated $309K.
  • Ballentine Partners first reported a position in LPL Financial in Q2 2025 and held it in 3 quarters.
  • Ballentine Partners's LPL Financial position peaked at $389K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.