BPIM
LPLA icon

Brant Point Investment Management’s LPL Financial LPLA Stock Holding History

Brant Point Investment 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
Q2 		$4.22M Sell
14,987
-2,977
-17% -$894K 0.52% 53
2026
Q1 		$5.4M Sell
17,964
-2,776
-13% -$931K 0.7% 33
2025
Q4 		$7.41M Sell
20,740
-3,575
-15% -$1.26M 0.9% 20
2025
Q3 		$8.09M Buy
24,315
+200
+0.8% +$72.5K 0.87% 19
2025
Q2 		$9.04M Buy
24,115
+949
+4% +$332K 0.95% 18
2025
Q1 		$7.58M Sell
23,166
-150
-0.6% -$52.2K 0.9% 19
2024
Q4 		$7.61M Sell
23,316
-1,650
-7% -$488K 0.95% 22
2024
Q3 		$5.81M Sell
24,966
-9,406
-27% -$2.12M 0.64% 40
2024
Q2 		$9.6M Sell
34,372
-100
-0.3% -$27.1K 0.86% 16
2024
Q1 		$9.11M Sell
34,472
-4,782
-12% -$1.21M 0.76% 21
2023
Q4 		$8.93M Buy
39,254
+1,801
+5% +$405K 0.73% 18
2023
Q3 		$8.9M Sell
37,453
-4,100
-10% -$952K 0.83% 19
2023
Q2 		$9.03M Sell
41,553
-3,108
-7% -$622K 2.07% 17
2023
Q1 		$9.04M Hold
44,661
– – 1.51% 19
2022
Q4 		$9.65M Sell
44,661
-1,439
-3% -$336K 1.42% 12
2022
Q3 		$10.1M Sell
46,100
-3,600
-7% -$766K 1.48% 13
2022
Q2 		$9.17M Sell
49,700
-7,063
-12% -$1.34M 1.36% 16
2022
Q1 		$10.4M Buy
56,763
+1,412
+3% +$246K 1.18% 15
2021
Q4 		$8.86M Sell
55,351
-9,857
-15% -$1.63M 1.39% 18
2021
Q3 		$10.2M Buy
65,208
+25,208
+63% +$3.62M 0.88% 15
2021
Q2 		$5.4M Buy
40,000
+20,000
+100% +$2.91M 0.5% 58
2021
Q1 		$2.84M Hold
20,000
– – 0.31% 104
2020
Q4 		$2.08M Buy
+20,000
New +$1.8M 0.25% 116

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brant Point Investment Management's LPLA Position: Q2 2026 in Review

Brant Point Investment Management reduced its LPL Financial (LPLA) stake by 17% in Q2 2026, selling an estimated $894K and leaving 14,987 shares worth $4.22M. The position accounts for 0.52% of the portfolio, ranked #53.

Brant Point Investment Management first reported a position in LPLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q1 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Brant Point Investment Management held 14,987 shares of LPL Financial worth $4.22M as of Q2 2026.
  • Brant Point Investment Management sold 2,977 LPL Financial shares in Q2 2026, an estimated $894K.
  • LPL Financial made up 0.52% of Brant Point Investment Management's portfolio in Q2 2026, its #53 holding.
  • Brant Point Investment Management first reported a position in LPL Financial in Q4 2020 and has held it in 23 quarters since.
  • Brant Point Investment Management's LPL Financial position peaked at $10.4M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Brant Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.