DS
LPLA icon

DRW Securities’s LPL Financial LPLA Stock Holding History

DRW Securities’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 		$400K Buy
1,330
+464
+54% +$156K 0.01% 729
2025
Q4 		$309K Buy
+866
New +$306K 0.01% 656
2024
Q4 		– Sell
-20,080
Closed -$4.67M – 711
2024
Q3 		$4.67M Buy
20,080
+680
+4% +$153K 0.13% 95
2024
Q2 		$5.42M Buy
+19,400
New +$5.27M 0.21% 79
2023
Q3 		– Sell
-6,500
Closed -$1.41M – 414
2023
Q2 		$1.41M Buy
+6,500
New +$1.3M 0.03% 127

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

DRW Securities's LPLA Position: Q1 2026 in Review

DRW Securities increased its LPL Financial (LPLA) stake by 54% in Q1 2026, buying an estimated $156K and bringing the position to 1,330 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #729.

DRW Securities first reported a position in LPLA in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.42M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • DRW Securities held 1,330 shares of LPL Financial worth $400K as of Q1 2026.
  • DRW Securities bought 464 LPL Financial shares in Q1 2026, an estimated $156K.
  • LPL Financial made up 0.01% of DRW Securities's portfolio in Q1 2026, its #729 holding.
  • DRW Securities first reported a position in LPL Financial in Q2 2023 and has held it in 5 quarters since.
  • DRW Securities's LPL Financial position peaked at $5.42M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.