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DPCM
Darlington Partners Capital Management’s
LPL Financial
LPLA
Stock Holding History
Darlington Partners 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
$269M
Buy
893,006
+110,000
+14%
+$36.9M
12.07%
5
2025
Q4
$280M
Sell
783,006
-2,731
-0.3%
-$966K
11.19%
5
2025
Q3
$261M
Hold
785,737
–
–
8.82%
6
2025
Q2
$295M
Sell
785,737
-185,000
-19%
-$64.8M
9.38%
4
2025
Q1
$318M
Buy
970,737
+32,383
+3%
+$11.3M
10.61%
4
2024
Q4
$306M
Sell
938,354
-161,382
-15%
-$47.7M
11.45%
4
2024
Q3
$256M
Buy
1,099,736
+316,446
+40%
+$71.3M
10.35%
5
2024
Q2
$219M
Buy
783,290
+68,276
+10%
+$18.5M
10.75%
6
2024
Q1
$189M
Hold
715,014
–
–
10.84%
4
2023
Q4
$163M
Sell
715,014
-7,603
-1%
-$1.71M
9.35%
6
2023
Q3
$172M
Buy
722,617
+17,149
+2%
+$3.98M
10.57%
5
2023
Q2
$153M
Buy
705,468
+52,202
+8%
+$10.5M
10.51%
7
2023
Q1
$132M
Buy
653,266
+54,272
+9%
+$12.4M
9.94%
6
2022
Q4
$129M
Sell
598,994
-65,361
-10%
-$15.3M
11.82%
4
2022
Q3
$145M
Sell
664,355
-239,511
-26%
-$50.9M
12.02%
3
2022
Q2
$167M
Buy
903,866
+250,600
+38%
+$47.6M
12.89%
2
2022
Q1
$132M
Sell
653,266
-273,357
-30%
-$47.6M
9.94%
6
2021
Q4
$148M
Buy
+926,623
New
+$153M
9.94%
4
Other funds holding LPLA
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Dodge & Cox
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$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
SC
Samlyn Capital
New York
$5.82B AUM
36.3%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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