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Brooklyn Investment Group’s LPL Financial LPLA Stock Holding History

Brooklyn Investment Group’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
-1,221
Closed -$447K – 1956
2025
Q4 		$447K Buy
+1,221
New +$432K 0.02% 748
2025
Q3 		– Sell
-226
Closed -$84.7K – 1823
2025
Q2 		$84.7K Buy
226
+8
+4% +$2.8K 0.01% 1030
2025
Q1 		$71.3K Buy
218
+20
+10% +$6.96K 0.02% 629
2024
Q4 		$64.6K Buy
198
+14
+8% +$4.14K 0.02% 470
2024
Q3 		$42.8K Buy
+184
New +$41.5K 0.01% 511

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

Brooklyn Investment Group's LPLA Position: Q1 2026 in Review

Brooklyn Investment Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,221 shares — an estimated $447K sold.

Brooklyn Investment Group first reported a position in LPLA in Q3 2024 and held it in 5 quarters. The position peaked at $447K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Brooklyn Investment Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Brooklyn Investment Group sold 1,221 LPL Financial shares in Q1 2026, an estimated $447K.
  • Brooklyn Investment Group first reported a position in LPL Financial in Q3 2024 and held it in 5 quarters.
  • Brooklyn Investment Group's LPL Financial position peaked at $447K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.