QCM
LPLA icon

Quantinno Capital Management’s LPL Financial LPLA Stock Holding History

Quantinno 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
2026
Q2 		$12.3M Sell
43,839
-2,677
-6% -$804K 0.01% 897
2026
Q1 		$14M Buy
46,516
+11,570
+33% +$3.88M 0.02% 741
2025
Q4 		$12.5M Buy
34,946
+4,516
+15% +$1.6M 0.03% 701
2025
Q3 		$10.1M Buy
30,430
+1,099
+4% +$398K 0.03% 663
2025
Q2 		$11M Buy
29,331
+7,936
+37% +$2.78M 0.05% 477
2025
Q1 		$7M Buy
21,395
+6,256
+41% +$2.18M 0.05% 509
2024
Q4 		$4.94M Buy
15,139
+745
+5% +$220K 0.05% 479
2024
Q3 		$3.35M Buy
14,394
+550
+4% +$124K 0.04% 541
2024
Q2 		$3.87M Buy
13,844
+2,179
+19% +$591K 0.07% 331
2024
Q1 		$3.08M Buy
11,665
+1,188
+11% +$300K 0.07% 347
2023
Q4 		$2.38M Sell
10,477
-316
-3% -$71K 0.08% 307
2023
Q3 		$2.56M Buy
10,793
+721
+7% +$167K 0.12% 208
2023
Q2 		$2.19M Buy
10,072
+3,999
+66% +$801K 0.13% 201
2023
Q1 		$1.23M Buy
6,073
+2,402
+65% +$549K 0.08% 317
2022
Q4 		$794K Sell
3,671
-429
-10% -$100K 0.06% 408
2022
Q3 		$896K Buy
4,100
+469
+13% +$99.7K 0.12% 228
2022
Q2 		$670K Buy
3,631
+886
+32% +$168K 0.1% 269
2022
Q1 		$501K Buy
2,745
+365
+15% +$63.6K 0.08% 309
2021
Q4 		$381K Sell
2,380
-342
-13% -$56.4K 0.07% 339
2021
Q3 		$427K Hold
2,722
– – 0.48% 78
2021
Q2 		$367K Hold
2,722
– – 0.42% 106
2021
Q1 		$387K Hold
2,722
– – 0.42% 104
2020
Q4 		$284K Hold
2,722
– – 0.22% 247
2020
Q3 		$209K Hold
2,722
– – 0.14% 345
2020
Q2 		$213K Buy
+2,722
New +$182K 0.21% 271
2020
Q1 		– Sell
-6,697
Closed -$618K – 466
2019
Q4 		$618K Hold
6,697
– – 0.39% 54
2019
Q3 		$548K Sell
6,697
-2,429
-27% -$194K 0.37% 63
2019
Q2 		$744K Sell
9,126
-3,213
-26% -$254K 0.44% 19
2019
Q1 		$859K Buy
12,339
+4,997
+68% +$360K 0.55% 10
2018
Q4 		$448K Buy
+7,342
New +$448K 0.36% 78

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Quantinno Capital Management's LPLA Position: Q2 2026 in Review

Quantinno Capital Management reduced its LPL Financial (LPLA) stake by 5.8% in Q2 2026, selling an estimated $804K and leaving 43,839 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #897.

Quantinno Capital Management first reported a position in LPLA in Q4 2018 and has held it in 30 quarters since. The position peaked at $14M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Quantinno Capital Management held 43,839 shares of LPL Financial worth $12.3M as of Q2 2026.
  • Quantinno Capital Management sold 2,677 LPL Financial shares in Q2 2026, an estimated $804K.
  • LPL Financial made up 0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #897 holding.
  • Quantinno Capital Management first reported a position in LPL Financial in Q4 2018 and has held it in 30 quarters since.
  • Quantinno Capital Management's LPL Financial position peaked at $14M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.