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DGS Capital Management’s LPL Financial LPLA Stock Holding History

DGS 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 		$425K Sell
1,414
-234
-14% -$78.5K 0.07% 280
2025
Q4 		$589K Buy
1,648
+67
+4% +$23.7K 0.1% 180
2025
Q3 		$526K Buy
1,581
+43
+3% +$15.6K 0.1% 182
2025
Q2 		$577K Buy
1,538
+194
+14% +$68K 0.12% 159
2025
Q1 		$440K Buy
1,344
+103
+8% +$35.9K 0.12% 172
2024
Q4 		$405K Sell
1,241
-49
-4% -$14.5K 0.1% 176
2024
Q3 		$300K Sell
1,290
-218
-14% -$49.1K 0.08% 216
2024
Q2 		$421K Sell
1,508
-117
-7% -$31.8K 0.12% 159
2024
Q1 		$429K Buy
1,625
+44
+3% +$11.1K 0.12% 150
2023
Q4 		$360K Sell
1,581
-54
-3% -$12.1K 0.14% 138
2023
Q3 		$388K Buy
1,635
+174
+12% +$40.4K 0.19% 126
2023
Q2 		$318K Buy
1,461
+146
+11% +$29.2K 0.16% 145
2023
Q1 		$266K Buy
1,315
+169
+15% +$38.6K 0.15% 155
2022
Q4 		$248K Sell
1,146
-6
-0.5% -$1.4K 0.16% 166
2022
Q3 		$252K Buy
1,152
+41
+4% +$8.72K 0.17% 139
2022
Q2 		$205K Buy
+1,111
New +$211K 0.17% 162

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DGS Capital Management's LPLA Position: Q1 2026 in Review

DGS Capital Management reduced its LPL Financial (LPLA) stake by 14% in Q1 2026, selling an estimated $78.5K and leaving 1,414 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #280.

DGS Capital Management first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $589K in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • DGS Capital Management held 1,414 shares of LPL Financial worth $425K as of Q1 2026.
  • DGS Capital Management sold 234 LPL Financial shares in Q1 2026, an estimated $78.5K.
  • LPL Financial made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #280 holding.
  • DGS Capital Management first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • DGS Capital Management's LPL Financial position peaked at $589K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.