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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
Q1 		$1.35M Buy
+45
New +$15.1K 0.17% 110
2024
Q4 		– Sell
-200
Closed -$4.65M – 130
2024
Q3 		$4.65M Buy
+200
New +$45.1K 0.51% 52

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

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. 764 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.
  • 764 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.