PEAK6
LPLA icon

PEAK6’s LPL Financial LPLA Stock Holding History

PEAK6’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
2025
Q2 		– Sell
-400
Closed -$131K – 3286
2025
Q1 		$131K Sell
400
-100
-20% -$34.8K ﹤0.01% 2552
2024
Q4 		$163K Buy
+500
New +$148K ﹤0.01% 2606

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

PEAK6's LPLA Position: Q1 2026 in Review

PEAK6 opened a new position in LPL Financial (LPLA) in Q1 2026: 3,220 shares worth $969K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: PEAK6 previously reported a position in LPLA as recently as Q2 2025.

PEAK6 first reported a position in LPLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.63M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • PEAK6 held 3,220 shares of LPL Financial worth $969K as of Q1 2026.
  • LPL Financial was a new PEAK6 position in Q1 2026.
  • LPL Financial made up ﹤0.01% of PEAK6's portfolio in Q1 2026, its #1719 holding.
  • PEAK6 first reported a position in LPL Financial in Q4 2024 and has held it in 4 quarters since.
  • PEAK6's LPL Financial position peaked at $3.63M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.