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Quantbot Technologies’s LPL Financial LPLA Stock Holding History

Quantbot Technologies’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
-242
Closed -$80.5K – 1965
2025
Q3 		$80.5K Sell
242
-2,999
-93% -$1.09M ﹤0.01% 1460
2025
Q2 		$1.22M Buy
+3,241
New +$1.14M 0.03% 704
2024
Q2 		– Sell
-751
Closed -$198K – 1709
2024
Q1 		$198K Buy
+751
New +$190K 0.01% 1005
2021
Q3 		– Sell
-5,248
Closed -$708K – 1725
2021
Q2 		$708K Buy
+5,248
New +$763K 0.06% 449
2020
Q1 		– Sell
-2,650
Closed -$244K – 1165
2019
Q4 		$244K Buy
+2,650
New +$227K 0.02% 608
2019
Q3 		– Sell
-7,513
Closed -$612K – 1426
2019
Q2 		$612K Sell
7,513
-16,252
-68% -$1.29M 0.06% 348
2019
Q1 		$1.66M Buy
+23,765
New +$1.71M 0.16% 177
2018
Q4 		– Sell
-13,416
Closed -$865K – 1232
2018
Q3 		$865K Buy
13,416
+7,005
+109% +$464K 0.06% 412
2018
Q2 		$420K Buy
6,411
+2,621
+69% +$172K 0.03% 622
2018
Q1 		$231K Buy
+3,790
New +$235K 0.02% 655
2017
Q4 		– Sell
-25,870
Closed -$1.33M – 1365
2017
Q3 		$1.33M Buy
+25,870
New +$1.19M 0.13% 219
2017
Q1 		– Sell
-7,886
Closed -$277K – 1298
2016
Q4 		$277K Buy
+7,886
New +$276K 0.03% 480
2014
Q4 		– Sell
-2,336
Closed -$107K – 1277
2014
Q3 		$107K Sell
2,336
-4,958
-68% -$239K 0.01% 858
2014
Q2 		$362K Sell
7,294
-261
-3% -$12.7K 0.06% 413
2014
Q1 		$396K Buy
+7,555
New +$399K 0.09% 303

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 $298B AUM 21.96% 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 $95.5B AUM 28.4% 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 $187B AUM 18.48% 1-Year Est. Return

Quantbot Technologies's LPLA Position: Q4 2025 in Review

Quantbot Technologies sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 242 shares — an estimated $80.5K sold.

Quantbot Technologies first reported a position in LPLA in Q1 2014 and held it in 15 quarters. The position peaked at $1.66M in Q1 2019. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Quantbot Technologies reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Quantbot Technologies sold 242 LPL Financial shares in Q4 2025, an estimated $80.5K.
  • Quantbot Technologies first reported a position in LPL Financial in Q1 2014 and held it in 15 quarters.
  • Quantbot Technologies's LPL Financial position peaked at $1.66M in Q1 2019.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.