JO
LPLA icon

John Overdeck’s LPL Financial LPLA Stock Holding History

John Overdeck’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
Q2 		$676K Buy
2,400
+1,100
+85% +$330K ﹤0.01% 3920
2026
Q1 		$391K Buy
1,300
+300
+30% +$101K ﹤0.01% 3891
2025
Q4 		$357K Buy
+1,000
New +$354K ﹤0.01% 3499
2020
Q1 		– Sell
-4,400
Closed -$406K – 3522
2019
Q4 		$406K Sell
4,400
-1,500
-25% -$129K ﹤0.01% 2960
2019
Q3 		$483K Sell
5,900
-1,100
-16% -$88K ﹤0.01% 2585
2019
Q2 		$571K Buy
+7,000
New +$554K ﹤0.01% 2395
2018
Q4 		– Sell
-5,100
Closed -$329K – 3299
2018
Q3 		$329K Buy
+5,100
New +$338K ﹤0.01% 2712

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
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's LPLA Position: Q1 2026 in Review

John Overdeck sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,975 shares — an estimated $663K sold.

John Overdeck first reported a position in LPLA in Q2 2013 and held it in 37 quarters. The position peaked at $28.5M in Q2 2018. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • John Overdeck reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 1,975 LPL Financial shares in Q1 2026, an estimated $663K.
  • John Overdeck first reported a position in LPL Financial in Q2 2013 and held it in 37 quarters.
  • John Overdeck's LPL Financial position peaked at $28.5M in Q2 2018.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.