Prelude Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $418K | Buy |
+1,484
| New | +$445K | 0.03% | 603 |
|
|
2023
Q2 | – | Sell |
-1,435
| Closed | -$290K | – | 1260 |
|
|
2023
Q1 | $290K | Buy |
+1,435
| New | +$328K | 0.02% | 657 |
|
|
2022
Q4 | – | Sell |
-2,539
| Closed | -$555K | – | 1489 |
|
|
2022
Q3 | $555K | Sell |
2,539
-743
| -23% | -$158K | 0.02% | 610 |
|
|
2022
Q2 | $605K | Sell |
3,282
-174
| -5% | -$33K | 0.02% | 717 |
|
|
2022
Q1 | $631K | Buy |
3,456
+2,169
| +169% | +$378K | 0.02% | 749 |
|
|
2021
Q4 | $206K | Buy |
+1,287
| New | +$212K | 0.01% | 1561 |
|
|
2021
Q3 | – | Sell |
-5,377
| Closed | -$726K | – | 1892 |
|
|
2021
Q2 | $726K | Buy |
+5,377
| New | +$782K | 0.02% | 767 |
|
|
2020
Q1 | – | Sell |
-876
| Closed | -$81K | – | 1772 |
|
|
2019
Q4 | $81K | Buy |
+876
| New | +$75.2K | ﹤0.01% | 1184 |
|
|
2019
Q3 | – | Sell |
-810
| Closed | -$66K | – | 1900 |
|
|
2019
Q2 | $66K | Buy |
810
+681
| +528% | +$53.9K | ﹤0.01% | 1052 |
|
|
2019
Q1 | $9K | Sell |
129
-100
| -44% | -$7.21K | ﹤0.01% | 1471 |
|
|
2018
Q4 | $14K | Sell |
229
-562
| -71% | -$34.3K | ﹤0.01% | 1302 |
|
|
2018
Q3 | $51K | Buy |
791
+569
| +256% | +$37.7K | ﹤0.01% | 1132 |
|
|
2018
Q2 | $15K | Buy |
222
+27
| +14% | +$1.77K | ﹤0.01% | 1408 |
|
|
2018
Q1 | $12K | Buy |
+195
| New | +$12.1K | ﹤0.01% | 1334 |
|
|
2017
Q4 | – | Sell |
-610
| Closed | -$31K | – | 1561 |
|
|
2017
Q3 | $31K | Buy |
+610
| New | +$28.1K | ﹤0.01% | 1228 |
|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$53K | – | 1645 |
|
|
2016
Q4 | $53K | Buy |
+1,500
| New | +$52.4K | 0.01% | 1024 |
|
|
2015
Q4 | – | Sell |
-5,255
| Closed | -$209K | – | 1582 |
|
|
2015
Q3 | $209K | Sell |
5,255
-1,778
| -25% | -$76.5K | 0.03% | 569 |
|
|
2015
Q2 | $327K | Buy |
7,033
+2,208
| +46% | +$95.5K | 0.05% | 427 |
|
|
2015
Q1 | $212K | Buy |
+4,825
| New | +$213K | 0.03% | 623 |
|
|
2014
Q4 | – | Sell |
-1,110
| Closed | -$51K | – | 2039 |
|
|
2014
Q3 | $51K | Buy |
+1,110
| New | +$53.5K | 0.01% | 1385 |
|
|
2013
Q4 | – | Sell |
-3,550
| Closed | -$136K | – | 1774 |
|
|
2013
Q3 | $136K | Buy |
+3,550
| New | +$136K | 0.02% | 663 |
|
Other funds holding LPLA
JT
SC
Prelude Capital Management's LPLA Position: Q2 2026 in Review
Prelude Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 1,484 shares worth $418K. The stake represents 0.03% of the portfolio and ranks #603 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in LPLA as recently as Q1 2023.
Prelude Capital Management first reported a position in LPLA in Q3 2013 and has held it in 21 quarters since. The position peaked at $726K in Q2 2021. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Prelude Capital Management held 1,484 shares of LPL Financial worth $418K as of Q2 2026.
- LPL Financial was a new Prelude Capital Management position in Q2 2026.
- LPL Financial made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #603 holding.
- Prelude Capital Management first reported a position in LPL Financial in Q3 2013 and has held it in 21 quarters since.
- Prelude Capital Management's LPL Financial position peaked at $726K in Q2 2021.
- 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.