QC
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Quent Capital’s LPL Financial LPLA Stock Holding History

Quent Capital’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 		$228K Sell
808
-26
-3% -$7.8K 0.01% 394
2026
Q1 		$251K Buy
834
+10
+1% +$3.35K 0.02% 328
2025
Q4 		$294K Sell
824
-20
-2% -$7.07K 0.02% 315
2025
Q3 		$281K Buy
844
+1
+0.1% +$362 0.02% 226
2025
Q2 		$316K Sell
843
-23
-3% -$8.06K 0.03% 195
2025
Q1 		$283K Hold
866
– – 0.03% 204
2024
Q4 		$283K Buy
866
+1
+0.1% +$296 0.03% 204
2024
Q3 		$201K Sell
865
-11
-1% -$2.48K 0.02% 334
2024
Q2 		$245K Buy
876
+1
+0.1% +$271 0.03% 278
2024
Q1 		$231K Buy
875
+3
+0.3% +$757 0.03% 292
2023
Q4 		$198K Buy
872
+97
+13% +$21.8K 0.03% 307
2023
Q3 		$184K Buy
775
+5
+0.6% +$1.16K 0.03% 292
2023
Q2 		$167K Sell
770
-5
-0.6% -$1K 0.03% 314
2023
Q1 		$156K Buy
775
+7
+0.9% +$1.6K 0.03% 322
2022
Q4 		$166K Buy
768
+103
+15% +$24.1K 0.03% 308
2022
Q3 		$145K Hold
665
– – 0.03% 299
2022
Q2 		$123K Buy
665
+1
+0.2% +$190 0.03% 312
2022
Q1 		$121K Buy
664
+11
+2% +$1.92K 0.02% 381
2021
Q4 		$105K Buy
+653
New +$108K 0.02% 392

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

Quent Capital's LPLA Position: Q2 2026 in Review

Quent Capital reduced its LPL Financial (LPLA) stake by 3.1% in Q2 2026, selling an estimated $7.8K and leaving 808 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #394.

Quent Capital first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $316K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Quent Capital held 808 shares of LPL Financial worth $228K as of Q2 2026.
  • Quent Capital sold 26 LPL Financial shares in Q2 2026, an estimated $7.8K.
  • LPL Financial made up 0.01% of Quent Capital's portfolio in Q2 2026, its #394 holding.
  • Quent Capital first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Quent Capital's LPL Financial position peaked at $316K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Quent Capital's 13F filing for Q2 2026, filed 7 Aug 2026.