Dark Forest Capital Management’s LPL Financial LPLA Stock Holding History

Dark Forest 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 Q2	$5.19M	Buy	18,439 +2,876	+18%	+$863K	0.34%	50
2026 Q1	$4.68M	Buy	+15,563	New	+$5.22M	0.42%	43
2025 Q3	–	Sell	-1,793	Closed	-$672K	–	1349
2025 Q2	$672K	Buy	+1,793	New	+$628K	0.03%	858
2024 Q4	–	Sell	-10,837	Closed	-$2.52M	–	1158
2024 Q3	$2.52M	Buy	+10,837	New	+$2.44M	0.32%	53
2024 Q2	–	Sell	-2,063	Closed	-$545K	–	793
2024 Q1	$545K	Buy	+2,063	New	+$521K	0.09%	253
2023 Q4	–	Sell	-15,625	Closed	-$3.71M	–	829
2023 Q3	$3.71M	Buy	15,625 +8,993	+136%	+$2.09M	0.29%	25
2023 Q2	$1.44M	Buy	+6,632	New	+$1.33M	0.13%	151
2023 Q1	–	Sell	-863	Closed	-$187K	–	1351
2022 Q4	$187K	Sell	863 -11,045	-93%	-$2.58M	0.05%	272
2022 Q3	$2.6M	Buy	+11,908	New	+$2.53M	0.44%	43
2021 Q4	–	Sell	-88	Closed	-$14K	–	1637
2021 Q3	$14K	Sell	88 -388	-82%	-$55.7K	0.01%	914
2021 Q2	$64K	Buy	+476	New	+$69.2K	0.03%	411

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dark Forest Capital Management's LPLA Position: Q2 2026 in Review

Dark Forest Capital Management increased its LPL Financial (LPLA) stake by 18% in Q2 2026, buying an estimated $863K and bringing the position to 18,439 shares worth $5.19M. The position accounts for 0.34% of the portfolio, ranked #50.

Dark Forest Capital Management first reported a position in LPLA in Q2 2021 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Dark Forest Capital Management held 18,439 shares of LPL Financial worth $5.19M as of Q2 2026.
Dark Forest Capital Management bought 2,876 LPL Financial shares in Q2 2026, an estimated $863K.
LPL Financial made up 0.34% of Dark Forest Capital Management's portfolio in Q2 2026, its #50 holding.
Dark Forest Capital Management first reported a position in LPL Financial in Q2 2021 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.