OF
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Optimize Financial’s LPL Financial LPLA Stock Holding History

Optimize Financial’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
-1,372
Closed -$490K – 393
2025
Q4 		$490K Buy
1,372
+16
+1% +$5.66K 0.25% 139
2025
Q3 		$451K Buy
+1,356
New +$492K 0.23% 156

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

Optimize Financial's LPLA Position: Q1 2026 in Review

Optimize Financial sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,372 shares — an estimated $490K sold.

Optimize Financial first reported a position in LPLA in Q3 2025 and held it in 2 quarters. The position peaked at $490K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Optimize Financial reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,372 LPL Financial shares in Q1 2026, an estimated $490K.
  • Optimize Financial first reported a position in LPL Financial in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's LPL Financial position peaked at $490K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.