LOM
LPLA icon

LTS One Management’s LPL Financial LPLA Stock Holding History

LTS One 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 		$10.4M Sell
34,600
-6,800
-16% -$2.28M 4.36% 13
2025
Q4 		$14.8M Sell
41,400
-8,600
-17% -$3.04M 5.71% 11
2025
Q3 		$16.6M Buy
+50,000
New +$18.1M 5.93% 11
2025
Q2 		– Sell
-500
Closed -$164K – 22
2025
Q1 		$164K Buy
+500
New +$174K 0.05% 22

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

LTS One Management's LPLA Position: Q1 2026 in Review

LTS One Management reduced its LPL Financial (LPLA) stake by 16% in Q1 2026, selling an estimated $2.28M and leaving 34,600 shares worth $10.4M. The position accounts for 4.36% of the portfolio, ranked #13.

LTS One Management first reported a position in LPLA in Q1 2025 and has held it in 4 quarters since. The position peaked at $16.6M in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • LTS One Management held 34,600 shares of LPL Financial worth $10.4M as of Q1 2026.
  • LTS One Management sold 6,800 LPL Financial shares in Q1 2026, an estimated $2.28M.
  • LPL Financial made up 4.36% of LTS One Management's portfolio in Q1 2026, its #13 holding.
  • LTS One Management first reported a position in LPL Financial in Q1 2025 and has held it in 4 quarters since.
  • LTS One Management's LPL Financial position peaked at $16.6M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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