QIM
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Quantitative Investment Management’s LPL Financial LPLA Stock Holding History

Quantitative Investment 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
Q1 		$709K Hold
2,358
– – 0.07% 247
2025
Q4 		$842K Buy
2,358
+835
+55% +$295K 0.08% 237
2025
Q3 		$506K Buy
+1,523
New +$552K 0.07% 231
2025
Q2 		– Sell
-7,296
Closed -$2.39M – 411
2025
Q1 		$2.39M Buy
+7,296
New +$2.54M 0.22% 100
2024
Q4 		– Sell
-9,421
Closed -$2.19M – 411
2024
Q3 		$2.19M Buy
+9,421
New +$2.12M 0.22% 89
2024
Q2 		– Sell
-1,059
Closed -$279K – 381
2024
Q1 		$279K Sell
1,059
-10,012
-90% -$2.53M 0.02% 222
2023
Q4 		$2.52M Buy
+11,071
New +$2.49M 0.14% 169
2022
Q1 		– Sell
-1,464
Closed -$234K – 276
2021
Q4 		$234K Sell
1,464
-1,448
-50% -$239K 0.03% 221
2021
Q3 		$456K Buy
2,912
+905
+45% +$130K 0.04% 288
2021
Q2 		$270K Buy
+2,007
New +$292K 0.02% 338
2019
Q2 		– Sell
-21,900
Closed -$1.52M – 745
2019
Q1 		$1.52M Buy
+21,900
New +$1.58M 0.09% 288
2018
Q3 		– Sell
-5,500
Closed -$360K – 773
2018
Q2 		$360K Buy
+5,500
New +$361K 0.01% 644
2016
Q3 		– Sell
-18,900
Closed -$425K – 781
2016
Q2 		$425K Buy
+18,900
New +$475K 0.02% 571
2016
Q1 		– Sell
-5,300
Closed -$226K – 857
2015
Q4 		$226K Buy
+5,300
New +$226K 0.01% 624
2015
Q3 		– Sell
-29,100
Closed -$1.35M – 737
2015
Q2 		$1.35M Buy
+29,100
New +$1.26M 0.2% 98

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Quantitative Investment Management's LPLA Position: Q1 2026 in Review

Quantitative Investment Management held its LPL Financial (LPLA) position steady in Q1 2026 at 2,358 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #247.

Quantitative Investment Management first reported a position in LPLA in Q2 2015 and has held it in 15 quarters since. The position peaked at $2.52M in Q4 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Quantitative Investment Management held 2,358 shares of LPL Financial worth $709K as of Q1 2026.
  • Quantitative Investment Management left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.07% of Quantitative Investment Management's portfolio in Q1 2026, its #247 holding.
  • Quantitative Investment Management first reported a position in LPL Financial in Q2 2015 and has held it in 15 quarters since.
  • Quantitative Investment Management's LPL Financial position peaked at $2.52M in Q4 2023.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Quantitative Investment Management's 13F filing for Q1 2026, filed 15 May 2026.