LCM
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Legato Capital Management’s LPL Financial LPLA Stock Holding History

Legato 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 		$351K Sell
1,168
-776
-40% -$260K 0.03% 604
2025
Q4 		$694K Buy
+1,944
New +$688K 0.06% 458

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

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

Legato Capital Management reduced its LPL Financial (LPLA) stake by 40% in Q1 2026, selling an estimated $260K and leaving 1,168 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #604.

Legato Capital Management first reported a position in LPLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $694K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Legato Capital Management held 1,168 shares of LPL Financial worth $351K as of Q1 2026.
  • Legato Capital Management sold 776 LPL Financial shares in Q1 2026, an estimated $260K.
  • LPL Financial made up 0.03% of Legato Capital Management's portfolio in Q1 2026, its #604 holding.
  • Legato Capital Management first reported a position in LPL Financial in Q4 2025 and has held it in 2 quarters since.
  • Legato Capital Management's LPL Financial position peaked at $694K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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