FCM
LPLA icon

Fieldview Capital Management’s LPL Financial LPLA Stock Holding History

Fieldview 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 		$880K Buy
2,925
+2,300
+368% +$772K 0.26% 121
2025
Q4 		$223K Buy
+625
New +$221K 0.04% 442
2025
Q1 		– Sell
-3,532
Closed -$1.15M – 514
2024
Q4 		$1.15M Buy
+3,532
New +$1.04M 0.18% 172

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

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

Fieldview Capital Management increased its LPL Financial (LPLA) stake by 368% in Q1 2026, buying an estimated $772K and bringing the position to 2,925 shares worth $880K. The position accounts for 0.26% of the portfolio, ranked #121.

Fieldview Capital Management first reported a position in LPLA in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Fieldview Capital Management held 2,925 shares of LPL Financial worth $880K as of Q1 2026.
  • Fieldview Capital Management bought 2,300 LPL Financial shares in Q1 2026, an estimated $772K.
  • LPL Financial made up 0.26% of Fieldview Capital Management's portfolio in Q1 2026, its #121 holding.
  • Fieldview Capital Management first reported a position in LPL Financial in Q4 2024 and has held it in 3 quarters since.
  • Fieldview Capital Management's LPL Financial position peaked at $1.15M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.