Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s LPL Financial LPLA Stock Holding History

Qube Research & Technologies (QRT)’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 		$97M Buy
+344,500
New +$103M 0.09% 292
2025
Q3 		– Sell
-42,763
Closed -$16M – 3811
2025
Q2 		$16M Buy
42,763
+35,485
+488% +$12.4M 0.02% 1007
2025
Q1 		$2.38M Sell
7,278
-41,714
-85% -$14.5M ﹤0.01% 1893
2024
Q4 		$16M Sell
48,992
-199,671
-80% -$59M 0.02% 822
2024
Q3 		$57.8M Buy
248,663
+153,289
+161% +$34.5M 0.09% 305
2024
Q2 		$26.6M Sell
95,374
-161,157
-63% -$43.7M 0.04% 507
2024
Q1 		$67.8M Buy
256,531
+70,655
+38% +$17.8M 0.11% 234
2023
Q4 		$42.3M Buy
185,876
+114,392
+160% +$25.7M 0.08% 299
2023
Q3 		$17M Sell
71,484
-63,480
-47% -$14.7M 0.04% 461
2023
Q2 		$29.3M Sell
134,964
-121,504
-47% -$24.3M 0.11% 250
2023
Q1 		$51.9M Sell
256,468
-7,792
-3% -$1.78M 0.22% 86
2022
Q4 		$57.1M Buy
264,260
+137,187
+108% +$32.1M 0.31% 60
2022
Q3 		$27.8M Buy
+127,073
New +$27M 0.17% 154
2022
Q2 		– Sell
-31,486
Closed -$5.75M – 2870
2022
Q1 		$5.75M Sell
31,486
-38,674
-55% -$6.73M 0.05% 481
2021
Q4 		$11.2M Buy
+70,160
New +$11.6M 0.09% 310
2021
Q3 		– Sell
-46,043
Closed -$6.21M – 2538
2021
Q2 		$6.21M Buy
+46,043
New +$6.7M 0.07% 337
2020
Q4 		– Sell
-56,224
Closed -$4.31M – 2035
2020
Q3 		$4.31M Buy
56,224
+23,918
+74% +$1.9M 0.06% 411
2020
Q2 		$2.53M Buy
32,306
+26,549
+461% +$1.77M 0.04% 595
2020
Q1 		$313K Sell
5,757
-8,747
-60% -$705K 0.01% 716
2019
Q4 		$1.34M Buy
+14,504
New +$1.24M 0.04% 494

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

Qube Research & Technologies (QRT)'s LPLA Position: Q2 2026 in Review

Qube Research & Technologies (QRT) opened a new position in LPL Financial (LPLA) in Q2 2026: 344,500 shares worth $97M. The stake represents 0.09% of the portfolio and ranks #292 among its holdings. This is a return to the name: Qube Research & Technologies (QRT) previously reported a position in LPLA as recently as Q2 2025.

Qube Research & Technologies (QRT) first reported a position in LPLA in Q4 2019 and has held it in 20 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Qube Research & Technologies (QRT) held 344,500 shares of LPL Financial worth $97M as of Q2 2026.
  • LPL Financial was a new Qube Research & Technologies (QRT) position in Q2 2026.
  • LPL Financial made up 0.09% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #292 holding.
  • Qube Research & Technologies (QRT) first reported a position in LPL Financial in Q4 2019 and has held it in 20 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.