QIM
LPLA icon

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
Q2 		$1.5M Buy
5,335
+2,977
+126% +$894K 0.16% 170
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 $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

Quantitative Investment Management's LPLA Position: Q2 2026 in Review

Quantitative Investment Management increased its LPL Financial (LPLA) stake by 126% in Q2 2026, buying an estimated $894K and bringing the position to 5,335 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #170.

Quantitative Investment Management first reported a position in LPLA in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.52M in Q4 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Quantitative Investment Management held 5,335 shares of LPL Financial worth $1.5M as of Q2 2026.
  • Quantitative Investment Management bought 2,977 LPL Financial shares in Q2 2026, an estimated $894K.
  • LPL Financial made up 0.16% of Quantitative Investment Management's portfolio in Q2 2026, its #170 holding.
  • Quantitative Investment Management first reported a position in LPL Financial in Q2 2015 and has held it in 16 quarters since.
  • Quantitative Investment Management's LPL Financial position peaked at $2.52M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Quantitative Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.