LPL Financial
DSGR icon

LPL Financial’s Distribution Solutions Group DSGR Stock Holding History

LPL Financial’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$866K Hold
33,009
– – ﹤0.01% 4307
2025
Q4 		$904K Sell
33,009
-850
-3% -$23.9K ﹤0.01% 4178
2025
Q3 		$1.02M Hold
33,859
– – ﹤0.01% 3989
2025
Q2 		$930K Buy
33,859
+650
+2% +$17.4K ﹤0.01% 3818
2025
Q1 		$930K Buy
33,209
+4,450
+15% +$138K ﹤0.01% 3617
2024
Q4 		$989K Hold
28,759
– – ﹤0.01% 3499
2024
Q3 		$1.11M Buy
28,759
+450
+2% +$15.4K ﹤0.01% 3297
2024
Q2 		$849K Hold
28,309
– – ﹤0.01% 3407
2024
Q1 		$1M Buy
+28,309
New +$910K ﹤0.01% 3175

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's DSGR Position: Q1 2026 in Review

LPL Financial held its Distribution Solutions Group (DSGR) position steady in Q1 2026 at 33,009 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #4307.

LPL Financial first reported a position in DSGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2024. 112 funds tracked by Wall St. Rank hold DSGR as of Q1 2026.

  • LPL Financial held 33,009 shares of Distribution Solutions Group worth $866K as of Q1 2026.
  • LPL Financial left its Distribution Solutions Group share count unchanged in Q1 2026.
  • Distribution Solutions Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4307 holding.
  • LPL Financial first reported a position in Distribution Solutions Group in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's Distribution Solutions Group position peaked at $1.11M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.