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Ricky Sandler’s LPL Financial LPLA Stock Holding History

Ricky Sandler’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 		– Sell
-441,845
Closed -$158M – 41
2025
Q4 		$158M Sell
441,845
-145,779
-25% -$51.6M 2.5% 18
2025
Q3 		$195M Buy
587,624
+36,032
+7% +$13.1M 2.37% 17
2025
Q2 		$207M Buy
551,592
+28,479
+5% +$9.98M 2.49% 11
2025
Q1 		$171M Sell
523,113
-35,534
-6% -$12.4M 2.86% 12
2024
Q4 		$182M Sell
558,647
-519,462
-48% -$154M 2.79% 11
2024
Q3 		$251M Buy
1,078,109
+408,858
+61% +$92.1M 3.53% 3
2024
Q2 		$187M Sell
669,251
-66,615
-9% -$18.1M 3.01% 8
2024
Q1 		$194M Sell
735,866
-63,891
-8% -$16.1M 2.76% 8
2023
Q4 		$182M Buy
799,757
+101,159
+14% +$22.7M 2.73% 7
2023
Q3 		$166M Sell
698,598
-85,627
-11% -$19.9M 3.28% 4
2023
Q2 		$171M Buy
784,225
+66,106
+9% +$13.2M 2.24% 6
2023
Q1 		$145M Buy
718,119
+280,540
+64% +$64.1M 2.06% 10
2022
Q4 		$94.6M Buy
437,579
+208,440
+91% +$48.7M 1.76% 23
2022
Q3 		$50.1M Buy
229,139
+4,242
+2% +$902K 1.05% 45
2022
Q2 		$41.5M Buy
+224,897
New +$42.7M 0.82% 48

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Ricky Sandler's LPLA Position: Q1 2026 in Review

Ricky Sandler sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 441,845 shares — an estimated $158M sold.

Ricky Sandler first reported a position in LPLA in Q2 2022 and held it in 15 quarters. The position peaked at $251M in Q3 2024. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Ricky Sandler reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Ricky Sandler sold 441,845 LPL Financial shares in Q1 2026, an estimated $158M.
  • Ricky Sandler first reported a position in LPL Financial in Q2 2022 and held it in 15 quarters.
  • Ricky Sandler's LPL Financial position peaked at $251M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Eminence Capital's 13F filing for Q1 2026, filed 15 May 2026.