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GAM Holding’s LPL Financial LPLA Stock Holding History

GAM Holding’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
-937
Closed -$335K – 315
2025
Q4 		$335K Buy
+937
New +$331K 0.02% 263
2019
Q4 		– Sell
-7,040
Closed -$577K – 703
2019
Q3 		$577K Sell
7,040
-3,633
-34% -$291K 0.03% 539
2019
Q2 		$871K Sell
10,673
-5,229
-33% -$414K 0.03% 527
2019
Q1 		$1.11M Buy
15,902
+6,938
+77% +$500K 0.05% 397
2018
Q4 		$548K Sell
8,964
-113
-1% -$6.89K 0.03% 515
2018
Q3 		$586K Buy
9,077
+5,593
+161% +$371K 0.02% 628
2018
Q2 		$228K Buy
+3,484
New +$229K 0.01% 848

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

GAM Holding's LPLA Position: Q1 2026 in Review

GAM Holding sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 937 shares — an estimated $335K sold.

GAM Holding first reported a position in LPLA in Q2 2018 and held it in 7 quarters. The position peaked at $1.11M in Q1 2019. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • GAM Holding reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • GAM Holding sold 937 LPL Financial shares in Q1 2026, an estimated $335K.
  • GAM Holding first reported a position in LPL Financial in Q2 2018 and held it in 7 quarters.
  • GAM Holding's LPL Financial position peaked at $1.11M in Q1 2019.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on GAM Holding's 13F filing for Q1 2026, filed 13 Aug 2026.