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Quantum Financial Advisors’s LPL Financial LPLA Stock Holding History

Quantum Financial Advisors’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 		– Sell
-637
Closed -$228K – 246
2025
Q4 		$228K Buy
637
+1
+0.2% +$354 0.03% 196
2025
Q3 		$212K Hold
636
– – 0.03% 190
2025
Q2 		$238K Hold
636
– – 0.03% 159
2025
Q1 		$208K Hold
636
– – 0.03% 171
2024
Q4 		$208K Buy
+636
New +$188K 0.03% 177

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Quantum Financial Advisors's LPLA Position: Q1 2026 in Review

Quantum Financial Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 637 shares — an estimated $228K sold.

Quantum Financial Advisors first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $238K in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Quantum Financial Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 637 LPL Financial shares in Q1 2026, an estimated $228K.
  • Quantum Financial Advisors first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
  • Quantum Financial Advisors's LPL Financial position peaked at $238K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Quantum Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.