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
2022 Q2	–	Sell	-10,000	Closed	-$1.83M	–	99
2022 Q1	$1.83M	Buy	+10,000	New	+$1.74M	0.21%	92
2021 Q3	–	Sell	-70,000	Closed	-$9.45M	–	137
2021 Q2	$9.45M	Buy	70,000 +10,000	+17%	+$1.45M	0.88%	17
2021 Q1	$8.53M	Buy	60,000 +20,000	+50%	+$2.55M	0.93%	19
2020 Q4	$4.17M	Buy	+40,000	New	+$3.59M	0.49%	69

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 $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 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

Brant Point Investment Management's LPLA Position: Q1 2026 in Review

Brant Point Investment Management reduced its LPL Financial (LPLA) stake by 13% in Q1 2026, selling an estimated $931K and leaving 17,964 shares worth $5.4M. The position accounts for 0.7% of the portfolio, ranked #33.

Brant Point Investment Management first reported a position in LPLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.4M in Q1 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Brant Point Investment Management held 17,964 shares of LPL Financial worth $5.4M as of Q1 2026.
Brant Point Investment Management sold 2,776 LPL Financial shares in Q1 2026, an estimated $931K.
LPL Financial made up 0.7% of Brant Point Investment Management's portfolio in Q1 2026, its #33 holding.
Brant Point Investment Management first reported a position in LPL Financial in Q4 2020 and has held it in 22 quarters since.
Brant Point Investment Management's LPL Financial position peaked at $10.4M in Q1 2022.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Brant Point Investment Management's 13F filing for Q1 2026, filed 14 May 2026.