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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
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 $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

Quent Capital's LPLA Position: Q1 2026 in Review

Quent Capital increased its LPL Financial (LPLA) stake by 1.2% in Q1 2026, buying an estimated $3.35K and bringing the position to 834 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #328.

Quent Capital first reported a position in LPLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $316K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Quent Capital held 834 shares of LPL Financial worth $251K as of Q1 2026.
  • Quent Capital bought 10 LPL Financial shares in Q1 2026, an estimated $3.35K.
  • LPL Financial made up 0.02% of Quent Capital's portfolio in Q1 2026, its #328 holding.
  • Quent Capital first reported a position in LPL Financial in Q4 2021 and has held it in 18 quarters since.
  • Quent Capital's LPL Financial position peaked at $316K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Quent Capital's 13F filing for Q1 2026, filed 28 Apr 2026.