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Belpointe Asset Management’s LPL Financial LPLA Stock Holding History

Belpointe Asset Management’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
-752
Closed -$269K – 1143
2025
Q4 		$269K Buy
+752
New +$266K 0.01% 852
2025
Q1 		– Sell
-3,691
Closed -$828K – 993
2024
Q4 		$828K Buy
+3,691
New +$1.09M 0.05% 364
2024
Q3 		– Sell
-3,669
Closed -$1.02M – 965
2024
Q2 		$1.02M Buy
3,669
+1,700
+86% +$461K 0.07% 267
2024
Q1 		$520K Buy
+1,969
New +$497K 0.04% 427
2023
Q2 		– Sell
-1,366
Closed -$277K – 2150
2023
Q1 		$277K Buy
1,366
+504
+58% +$115K 0.01% 794
2022
Q4 		$186K Sell
862
-39
-4% -$9.12K 0.01% 937
2022
Q3 		$197K Buy
901
+20
+2% +$4.25K 0.01% 843
2022
Q2 		$161K Buy
881
+25
+3% +$4.75K 0.01% 910
2022
Q1 		$156K Buy
856
+90
+12% +$15.7K 0.01% 1019
2021
Q4 		$122K Hold
766
– – 0.01% 1108
2021
Q3 		$120K Buy
+766
New +$110K 0.01% 1079
2021
Q2 		– Sell
-700
Closed -$100K – 1163
2021
Q1 		$100K Buy
+700
New +$89.3K 0.01% 1002
2020
Q1 		– Sell
-2,224
Closed -$204K – 716
2019
Q4 		$204K Buy
+2,224
New +$191K 0.03% 529

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Belpointe Asset Management's LPLA Position: Q1 2026 in Review

Belpointe Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 752 shares — an estimated $269K sold.

Belpointe Asset Management first reported a position in LPLA in Q4 2019 and held it in 13 quarters. The position peaked at $1.02M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Belpointe Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 752 LPL Financial shares in Q1 2026, an estimated $269K.
  • Belpointe Asset Management first reported a position in LPL Financial in Q4 2019 and held it in 13 quarters.
  • Belpointe Asset Management's LPL Financial position peaked at $1.02M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.