EBA
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Eagle Bay Advisors’s LPL Financial LPLA Stock Holding History

Eagle Bay Advisors’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 		– Sell
-557
Closed -$199K – 206
2025
Q4 		$199K Buy
+557
New +$197K 0.15% 116
2025
Q3 		– Sell
-622
Closed -$233K – 121
2025
Q2 		$233K Sell
622
-2
-0.3% -$701 0.19% 95
2025
Q1 		$204K Buy
624
+13
+2% +$4.53K 0.17% 108
2024
Q4 		$200K Sell
611
-73
-11% -$21.6K 0.13% 112
2024
Q3 		$159K Sell
684
-70
-9% -$15.8K 0.06% 206
2024
Q2 		$211K Sell
754
-36
-5% -$9.77K 0.13% 115
2024
Q1 		$209K Sell
790
-228
-22% -$57.5K 0.13% 124
2023
Q4 		$232K Buy
1,018
+123
+14% +$27.6K 0.15% 118
2023
Q3 		$213K Buy
895
+345
+63% +$80.1K 0.1% 140
2023
Q2 		$120K Sell
550
-69
-11% -$13.8K 0.07% 180
2023
Q1 		$125K Buy
619
+71
+13% +$16.2K 0.07% 191
2022
Q4 		$118K Sell
548
-29
-5% -$6.78K 0.07% 199
2022
Q3 		$126K Sell
577
-216
-27% -$45.9K 0.08% 171
2022
Q2 		$146K Buy
793
+558
+237% +$106K 0.09% 146
2022
Q1 		$43K Buy
235
+226
+2,511% +$39.4K 0.04% 155
2021
Q4 		$1K Buy
+9
New +$1.49K ﹤0.01% 1021

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

Eagle Bay Advisors's LPLA Position: Q1 2026 in Review

Eagle Bay Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 557 shares — an estimated $199K sold.

Eagle Bay Advisors first reported a position in LPLA in Q4 2021 and held it in 16 quarters. The position peaked at $233K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Eagle Bay Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 557 LPL Financial shares in Q1 2026, an estimated $199K.
  • Eagle Bay Advisors first reported a position in LPL Financial in Q4 2021 and held it in 16 quarters.
  • Eagle Bay Advisors's LPL Financial position peaked at $233K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.