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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dark Forest Capital Management's LPLA Position: Q1 2026 in Review

Dark Forest Capital Management opened a new position in LPL Financial (LPLA) in Q1 2026: 15,563 shares worth $4.68M. The stake represents 0.42% of the portfolio and ranks #43 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in LPLA as recently as Q2 2025.

Dark Forest Capital Management first reported a position in LPLA in Q2 2021 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Dark Forest Capital Management held 15,563 shares of LPL Financial worth $4.68M as of Q1 2026.
LPL Financial was a new Dark Forest Capital Management position in Q1 2026.
LPL Financial made up 0.42% of Dark Forest Capital Management's portfolio in Q1 2026, its #43 holding.
Dark Forest Capital Management first reported a position in LPL Financial in Q2 2021 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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