Los Angeles Capital Management
LPLA icon

Los Angeles Capital Management’s LPL Financial LPLA Stock Holding History

Los Angeles 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 		$647K Buy
2,150
+1,789
+496% +$600K ﹤0.01% 790
2025
Q4 		$122K Buy
+361
New +$128K ﹤0.01% 1367
2025
Q2 		– Sell
-1,293
Closed -$423K – 1411
2025
Q1 		$423K Sell
1,293
-20
-2% -$6.96K ﹤0.01% 791
2024
Q4 		$429K Hold
1,313
– – ﹤0.01% 848
2024
Q3 		$305K Buy
+1,313
New +$296K ﹤0.01% 1005
2023
Q4 		– Sell
-2,351
Closed -$559K – 1193
2023
Q3 		$559K Buy
+2,351
New +$546K ﹤0.01% 792
2022
Q1 		– Sell
-14,484
Closed -$2.32M – 1454
2021
Q4 		$2.32M Sell
14,484
-15,621
-52% -$2.58M 0.01% 484
2021
Q3 		$4.72M Sell
30,105
-1,860
-6% -$267K 0.02% 351
2021
Q2 		$4.32M Sell
31,965
-3,445
-10% -$501K 0.02% 411
2021
Q1 		$5.03M Sell
35,410
-5,300
-13% -$676K 0.02% 412
2020
Q4 		$4.24M Buy
40,710
+1,800
+5% +$162K 0.02% 433
2020
Q3 		$2.98M Sell
38,910
-73,394
-65% -$5.83M 0.01% 460
2020
Q2 		$8.8M Sell
112,304
-27,977
-20% -$1.87M 0.04% 299
2020
Q1 		$7.63M Sell
140,281
-120,123
-46% -$9.68M 0.05% 274
2019
Q4 		$24M Sell
260,404
-275,093
-51% -$23.6M 0.12% 172
2019
Q3 		$43.9M Sell
535,497
-1,400
-0.3% -$112K 0.24% 109
2019
Q2 		$43.8M Buy
536,897
+123,687
+30% +$9.79M 0.23% 103
2019
Q1 		$28.8M Buy
+413,210
New +$29.8M 0.16% 145

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 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

Los Angeles Capital Management's LPLA Position: Q1 2026 in Review

Los Angeles Capital Management increased its LPL Financial (LPLA) stake by 496% in Q1 2026, buying an estimated $600K and bringing the position to 2,150 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Los Angeles Capital Management first reported a position in LPLA in Q1 2019 and has held it in 18 quarters since. The position peaked at $43.9M in Q3 2019. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Los Angeles Capital Management held 2,150 shares of LPL Financial worth $647K as of Q1 2026.
  • Los Angeles Capital Management bought 1,789 LPL Financial shares in Q1 2026, an estimated $600K.
  • LPL Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #790 holding.
  • Los Angeles Capital Management first reported a position in LPL Financial in Q1 2019 and has held it in 18 quarters since.
  • Los Angeles Capital Management's LPL Financial position peaked at $43.9M in Q3 2019.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.