MAM
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Marquette Asset Management’s LPL Financial LPLA Stock Holding History

Marquette Asset 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 		– Sell
-17
Closed -$6.07K – 865
2025
Q4 		$6.07K Buy
17
+10
+143% +$3.54K ﹤0.01% 292
2025
Q3 		$2.33K Buy
+7
New +$2.54K ﹤0.01% 506

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

Marquette Asset Management's LPLA Position: Q1 2026 in Review

Marquette Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 17 shares — an estimated $6.07K sold.

Marquette Asset Management first reported a position in LPLA in Q3 2025 and held it in 2 quarters. The position peaked at $6.07K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Marquette Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Marquette Asset Management sold 17 LPL Financial shares in Q1 2026, an estimated $6.07K.
  • Marquette Asset Management first reported a position in LPL Financial in Q3 2025 and held it in 2 quarters.
  • Marquette Asset Management's LPL Financial position peaked at $6.07K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.