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Bridgeway Capital Management’s LPL Financial LPLA Stock Holding History

Bridgeway Capital 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
-4,170
Closed -$1.49M – 1281
2025
Q4 		$1.49M Sell
4,170
-30
-0.7% -$10.6K 0.03% 619
2025
Q3 		$1.4M Sell
4,200
-2,640
-39% -$957K 0.03% 645
2025
Q2 		$2.56M Sell
6,840
-170
-2% -$59.6K 0.06% 428
2025
Q1 		$2.29M Sell
7,010
-1,300
-16% -$453K 0.06% 456
2024
Q4 		$2.71M Sell
8,310
-3,010
-27% -$890K 0.06% 429
2024
Q3 		$2.63M Hold
11,320
– – 0.06% 454
2024
Q2 		$3.16M Hold
11,320
– – 0.07% 378
2024
Q1 		$2.99M Sell
11,320
-20
-0.2% -$5.05K 0.06% 447
2023
Q4 		$2.58M Hold
11,340
– – 0.06% 504
2023
Q3 		$2.69M Buy
11,340
+50
+0.4% +$11.6K 0.07% 449
2023
Q2 		$2.45M Hold
11,290
– – 0.06% 485
2023
Q1 		$2.29M Hold
11,290
– – 0.06% 490
2022
Q4 		$2.44M Buy
+11,290
New +$2.64M 0.06% 488

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

Bridgeway Capital Management's LPLA Position: Q1 2026 in Review

Bridgeway Capital Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 4,170 shares — an estimated $1.49M sold.

Bridgeway Capital Management first reported a position in LPLA in Q4 2022 and held it in 13 quarters. The position peaked at $3.16M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Bridgeway Capital Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Bridgeway Capital Management sold 4,170 LPL Financial shares in Q1 2026, an estimated $1.49M.
  • Bridgeway Capital Management first reported a position in LPL Financial in Q4 2022 and held it in 13 quarters.
  • Bridgeway Capital Management's LPL Financial position peaked at $3.16M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.