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Gilbert & Cook’s LPL Financial LPLA Stock Holding History

Gilbert & Cook’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 		$602K Buy
2,002
+572
+40% +$192K 0.08% 130
2025
Q4 		$511K Buy
1,430
+74
+5% +$26.2K 0.06% 150
2025
Q3 		$451K Buy
1,356
+262
+24% +$95K 0.06% 154
2025
Q2 		$410K Buy
1,094
+303
+38% +$106K 0.06% 160
2025
Q1 		$259K Buy
+791
New +$275K 0.04% 180

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

Gilbert & Cook's LPLA Position: Q1 2026 in Review

Gilbert & Cook increased its LPL Financial (LPLA) stake by 40% in Q1 2026, buying an estimated $192K and bringing the position to 2,002 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #130.

Gilbert & Cook first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Gilbert & Cook held 2,002 shares of LPL Financial worth $602K as of Q1 2026.
  • Gilbert & Cook bought 572 LPL Financial shares in Q1 2026, an estimated $192K.
  • LPL Financial made up 0.08% of Gilbert & Cook's portfolio in Q1 2026, its #130 holding.
  • Gilbert & Cook first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.