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Quarry LP’s LPL Financial LPLA Stock Holding History

Quarry LP’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 		$127K Buy
423
+61
+17% +$20.5K 0.02% 428
2025
Q4 		$129K Sell
362
-293
-45% -$104K 0.02% 355
2025
Q3 		$218K Buy
+655
New +$237K 0.05% 326
2025
Q1 		– Sell
-210
Closed -$68.6K – 1851
2024
Q4 		$68.6K Buy
210
+154
+275% +$45.5K 0.01% 601
2024
Q3 		$13K Sell
56
-271
-83% -$61.1K ﹤0.01% 1224
2024
Q2 		$91.3K Buy
327
+102
+45% +$27.7K 0.03% 383
2024
Q1 		$59.4K Buy
+225
New +$56.8K 0.01% 390
2023
Q4 		– Sell
-106
Closed -$25.2K – 1513
2023
Q3 		$25.2K Sell
106
-67
-39% -$15.6K 0.01% 596
2023
Q2 		$37.6K Buy
173
+119
+220% +$23.8K 0.01% 318
2023
Q1 		$10.9K Sell
54
-75
-58% -$17.1K ﹤0.01% 811
2022
Q4 		$27.9K Buy
+129
New +$30.2K 0.01% 234

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

Quarry LP's LPLA Position: Q1 2026 in Review

Quarry LP increased its LPL Financial (LPLA) stake by 17% in Q1 2026, buying an estimated $20.5K and bringing the position to 423 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #428.

Quarry LP first reported a position in LPLA in Q4 2022 and has held it in 11 quarters since. The position peaked at $218K in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Quarry LP held 423 shares of LPL Financial worth $127K as of Q1 2026.
  • Quarry LP bought 61 LPL Financial shares in Q1 2026, an estimated $20.5K.
  • LPL Financial made up 0.02% of Quarry LP's portfolio in Q1 2026, its #428 holding.
  • Quarry LP first reported a position in LPL Financial in Q4 2022 and has held it in 11 quarters since.
  • Quarry LP's LPL Financial position peaked at $218K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.