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Knollwood Investment Advisory’s LPL Financial LPLA Stock Holding History

Knollwood Investment Advisory’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 		$1.59M Hold
5,275
– – 0.16% 125
2025
Q4 		$1.88M Hold
5,275
– – 0.18% 120
2025
Q3 		$1.75M Hold
5,275
– – 0.16% 132
2025
Q2 		$1.98M Hold
5,275
– – 0.19% 121
2025
Q1 		$1.73M Hold
5,275
– – 0.19% 133
2024
Q4 		$1.72M Hold
5,275
– – 0.18% 134
2024
Q3 		$1.23M Hold
5,275
– – 0.13% 171
2024
Q2 		$1.47M Buy
+5,275
New +$1.43M 0.16% 145

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

Knollwood Investment Advisory's LPLA Position: Q1 2026 in Review

Knollwood Investment Advisory held its LPL Financial (LPLA) position steady in Q1 2026 at 5,275 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #125.

Knollwood Investment Advisory first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Knollwood Investment Advisory held 5,275 shares of LPL Financial worth $1.59M as of Q1 2026.
  • Knollwood Investment Advisory left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.16% of Knollwood Investment Advisory's portfolio in Q1 2026, its #125 holding.
  • Knollwood Investment Advisory first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's LPL Financial position peaked at $1.98M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.