Quadrant Capital Group
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Quadrant Capital Group’s LPL Financial LPLA Stock Holding History

Quadrant Capital Group’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
Q3 		$528K Sell
1,621
-45
-3% -$15.3K 0.01% 837
2026
Q2 		$469K Buy
1,666
+37
+2% +$11.1K 0.01% 915
2026
Q1 		$490K Sell
1,629
-23
-1% -$7.72K 0.01% 907
2025
Q4 		$590K Buy
1,652
+12
+0.7% +$4.24K 0.02% 833
2025
Q3 		$546K Hold
1,640
– – 0.02% 832
2025
Q2 		$615K Sell
1,640
-37
-2% -$13K 0.02% 744
2025
Q1 		$549K Buy
1,677
+1,234
+279% +$430K 0.02% 684
2024
Q4 		$145K Buy
443
+1
+0.2% +$296 0.01% 844
2024
Q3 		$103K Sell
442
-64
-13% -$14.4K 0.01% 1053
2024
Q2 		$141K Buy
506
+1
+0.2% +$271 0.01% 822
2024
Q1 		$133K Sell
505
-8
-2% -$2.02K 0.01% 848
2023
Q4 		$117K Sell
513
-35
-6% -$7.87K 0.01% 902
2023
Q3 		$130K Buy
548
+61
+13% +$14.2K 0.01% 732
2023
Q2 		$106K Sell
487
-57
-10% -$11.4K 0.01% 836
2023
Q1 		$110K Buy
544
+32
+6% +$7.32K 0.01% 775
2022
Q4 		$111K Sell
512
-15
-3% -$3.51K 0.01% 717
2022
Q3 		$115K Sell
527
-68
-11% -$14.5K 0.02% 629
2022
Q2 		$110K Buy
595
+103
+21% +$19.6K 0.01% 607
2022
Q1 		$90K Buy
492
+34
+7% +$5.92K 0.01% 709
2021
Q4 		$73K Buy
458
+90
+24% +$14.9K 0.01% 780
2021
Q3 		$58K Buy
368
+212
+136% +$30.5K 0.01% 807
2021
Q2 		$21K Buy
156
+6
+4% +$873 ﹤0.01% 1181
2021
Q1 		$21K Buy
150
+8
+6% +$1.02K ﹤0.01% 1159
2020
Q4 		$15K Hold
142
– – ﹤0.01% 1209
2020
Q3 		$11K Hold
142
– – ﹤0.01% 1187
2020
Q2 		$11K Buy
142
+3
+2% +$200 ﹤0.01% 1283
2020
Q1 		$8K Buy
+139
New +$11.2K ﹤0.01% 1498

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Quadrant Capital Group's LPLA Position: Q3 2026 in Review

Quadrant Capital Group reduced its LPL Financial (LPLA) stake by 2.7% in Q3 2026, selling an estimated $15.3K and leaving 1,621 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #837.

Quadrant Capital Group first reported a position in LPLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $615K in Q2 2025. 152 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Quadrant Capital Group held 1,621 shares of LPL Financial worth $528K as of Q3 2026.
  • Quadrant Capital Group sold 45 LPL Financial shares in Q3 2026, an estimated $15.3K.
  • LPL Financial made up 0.01% of Quadrant Capital Group's portfolio in Q3 2026, its #837 holding.
  • Quadrant Capital Group first reported a position in LPL Financial in Q1 2020 and has held it in 27 quarters since.
  • Quadrant Capital Group's LPL Financial position peaked at $615K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Quadrant Capital Group's 13F filing for Q3 2026, filed 20 Oct 2026.