Lynwood Price Capital Management’s LPL Financial LPLA Stock Holding History

Lynwood Price 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	$17.9M	Sell	59,500 -10,500	-15%	-$3.52M	9.62%	4
2025 Q4	$25M	Buy	70,000 +11,000	+19%	+$3.89M	12.17%	2
2025 Q3	$19.6M	Buy	59,000 +5,000	+9%	+$1.81M	9.83%	5
2025 Q2	$20.2M	Buy	54,000 +1,500	+3%	+$526K	10.07%	5
2025 Q1	$17.2M	Buy	52,500 +17,000	+48%	+$5.92M	9.79%	3
2024 Q4	$11.6M	Buy	+35,500	New	+$10.5M	7.99%	6

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lynwood Price Capital Management's LPLA Position: Q1 2026 in Review

Lynwood Price Capital Management reduced its LPL Financial (LPLA) stake by 15% in Q1 2026, selling an estimated $3.52M and leaving 59,500 shares worth $17.9M. The position accounts for 9.62% of the portfolio, ranked #4.

Lynwood Price Capital Management first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $25M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Lynwood Price Capital Management held 59,500 shares of LPL Financial worth $17.9M as of Q1 2026.
Lynwood Price Capital Management sold 10,500 LPL Financial shares in Q1 2026, an estimated $3.52M.
LPL Financial made up 9.62% of Lynwood Price Capital Management's portfolio in Q1 2026, its #4 holding.
Lynwood Price Capital Management first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
Lynwood Price Capital Management's LPL Financial position peaked at $25M in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Lynwood Price Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.