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Counterpoint Mutual Funds’s LPL Financial LPLA Stock Holding History

Counterpoint Mutual Funds’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
-1,410
Closed -$504K – 402
2025
Q4 		$504K Buy
+1,410
New +$499K 0.04% 132
2025
Q3 		– Sell
-1,111
Closed -$417K – 415
2025
Q2 		$417K Buy
+1,111
New +$389K 0.04% 131
2023
Q2 		– Sell
-507
Closed -$103K – 404
2023
Q1 		$103K Buy
+507
New +$116K 0.09% 250
2022
Q4 		– Sell
-500
Closed -$109K – 374
2022
Q3 		$109K Buy
+500
New +$106K 0.27% 151
2022
Q2 		– Sell
-495
Closed -$90K – 301
2022
Q1 		$90K Buy
+495
New +$86.2K 0.07% 20

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

Counterpoint Mutual Funds's LPLA Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,410 shares — an estimated $504K sold.

Counterpoint Mutual Funds first reported a position in LPLA in Q1 2022 and held it in 5 quarters. The position peaked at $504K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,410 LPL Financial shares in Q1 2026, an estimated $504K.
  • Counterpoint Mutual Funds first reported a position in LPL Financial in Q1 2022 and held it in 5 quarters.
  • Counterpoint Mutual Funds's LPL Financial position peaked at $504K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.