Quent Long Short Global Small Cap Fund’s LPL Financial LPLA Stock Holding History

Quent Long Short Global Small Cap Fund’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
2025 Q4	$294K	Buy	+824	New	+$291K	0.02%	235

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Quent Long Short Global Small Cap Fund's LPLA Position: Q4 2025 in Review

Quent Long Short Global Small Cap Fund opened a new position in LPL Financial (LPLA) in Q4 2025: 824 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Quent Long Short Global Small Cap Fund held 824 shares of LPL Financial worth $294K as of Q4 2025.
LPL Financial was a new Quent Long Short Global Small Cap Fund position in Q4 2025.
LPL Financial made up 0.02% of Quent Long Short Global Small Cap Fund's portfolio in Q4 2025, its #235 holding.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Quent Long Short Global Small Cap Fund's 13F filing for Q4 2025, filed 28 Jan 2026.