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Qsemble Capital Management’s LPL Financial LPLA Stock Holding History

Qsemble Capital 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
2025
Q4 		– Sell
-2,318
Closed -$771K – 560
2025
Q3 		$771K Buy
2,318
+694
+43% +$252K 0.08% 277
2025
Q2 		$609K Buy
+1,624
New +$569K 0.06% 307
2024
Q3 		– Sell
-3,336
Closed -$932K – 481
2024
Q2 		$932K Buy
+3,336
New +$906K 0.18% 188
2023
Q1 		– Sell
-1,050
Closed -$227K – 296
2022
Q4 		$227K Buy
+1,050
New +$245K 0.16% 197

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Qsemble Capital Management's LPLA Position: Q4 2025 in Review

Qsemble Capital Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 2,318 shares — an estimated $771K sold.

Qsemble Capital Management first reported a position in LPLA in Q4 2022 and held it in 4 quarters. The position peaked at $932K in Q2 2024. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Qsemble Capital Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Qsemble Capital Management sold 2,318 LPL Financial shares in Q4 2025, an estimated $771K.
  • Qsemble Capital Management first reported a position in LPL Financial in Q4 2022 and held it in 4 quarters.
  • Qsemble Capital Management's LPL Financial position peaked at $932K in Q2 2024.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Qsemble Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.