Banco BTG Pactual’s LPL Financial LPLA Stock Holding History

Banco BTG Pactual’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	-7,500	Closed	-$2.68M	–	259
2025 Q4	$2.68M	Sell	7,500 -12,971	-63%	-$4.59M	0.46%	50
2025 Q3	$6.81M	Buy	20,471 +3,964	+24%	+$1.44M	0.99%	22
2025 Q2	$6.19M	Buy	+16,507	New	+$5.78M	1.26%	26
2025 Q1	–	Sell	-10,000	Closed	-$3.28M	–	229
2024 Q4	$3.28M	Sell	10,000 -23,015	-70%	-$6.81M	0.76%	33
2024 Q3	$7.68M	Buy	+33,015	New	+$7.44M	1.98%	15
2024 Q1	–	Sell	-9,400	Closed	-$2.15M	–	198
2023 Q4	$2.15M	Buy	+9,400	New	+$2.11M	0.27%	52

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Banco BTG Pactual's LPLA Position: Q1 2026 in Review

Banco BTG Pactual sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 7,500 shares — an estimated $2.68M sold.

Banco BTG Pactual first reported a position in LPLA in Q4 2023 and held it in 6 quarters. The position peaked at $7.68M in Q3 2024. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Banco BTG Pactual reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Banco BTG Pactual sold 7,500 LPL Financial shares in Q1 2026, an estimated $2.68M.
Banco BTG Pactual first reported a position in LPL Financial in Q4 2023 and held it in 6 quarters.
Banco BTG Pactual's LPL Financial position peaked at $7.68M in Q3 2024.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.