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Metis Global Partners’s LPL Financial LPLA Stock Holding History

Metis Global Partners’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 		$230K Sell
766
-53
-6% -$17.8K 0.01% 676
2025
Q4 		$293K Sell
819
-82
-9% -$29K 0.01% 665
2025
Q3 		$300K Sell
901
-58
-6% -$21K 0.01% 667
2025
Q2 		$360K Sell
959
-353
-27% -$124K 0.01% 640
2025
Q1 		$429K Buy
1,312
+297
+29% +$103K 0.01% 614
2024
Q4 		$331K Buy
1,015
+70
+7% +$20.7K 0.01% 650
2024
Q3 		$220K Buy
945
+46
+5% +$10.4K 0.01% 720
2024
Q2 		$251K Sell
899
-63
-7% -$17.1K 0.01% 680
2024
Q1 		$254K Sell
962
-1,100
-53% -$278K 0.01% 680
2023
Q4 		$469K Sell
2,062
-140
-6% -$31.5K 0.02% 559
2023
Q3 		$523K Buy
2,202
+117
+6% +$27.2K 0.03% 518
2023
Q2 		$453K Buy
2,085
+26
+1% +$5.21K 0.02% 535
2023
Q1 		$417K Buy
2,059
+637
+45% +$146K 0.03% 522
2022
Q4 		$307K Buy
+1,422
New +$332K 0.03% 522

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

Metis Global Partners's LPLA Position: Q1 2026 in Review

Metis Global Partners reduced its LPL Financial (LPLA) stake by 6.5% in Q1 2026, selling an estimated $17.8K and leaving 766 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #676.

Metis Global Partners first reported a position in LPLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $523K in Q3 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Metis Global Partners held 766 shares of LPL Financial worth $230K as of Q1 2026.
  • Metis Global Partners sold 53 LPL Financial shares in Q1 2026, an estimated $17.8K.
  • LPL Financial made up 0.01% of Metis Global Partners's portfolio in Q1 2026, its #676 holding.
  • Metis Global Partners first reported a position in LPL Financial in Q4 2022 and has held it in 14 quarters since.
  • Metis Global Partners's LPL Financial position peaked at $523K in Q3 2023.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.