Sciencast Management’s LPL Financial LPLA Stock Holding History

Sciencast Management’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 Q3	$1.99M	Buy	+6,523	New	+$2.22M	0.81%	52
2025 Q4	–	Sell	-1,055	Closed	-$351K	–	354
2025 Q3	$351K	Buy	+1,055	New	+$382K	0.07%	219
2022 Q2	–	Sell	-9,659	Closed	-$1.78M	–	547
2022 Q1	$1.78M	Buy	+9,659	New	+$1.68M	0.41%	75
2021 Q3	–	Sell	-4,737	Closed	-$647K	–	511
2021 Q2	$647K	Buy	+4,737	New	+$689K	0.14%	222
2021 Q1	–	Sell	-3,051	Closed	-$336K	–	598
2020 Q4	$336K	Buy	+3,051	New	+$274K	0.07%	334
2020 Q2	–	Sell	-5,651	Closed	-$279K	–	476
2020 Q1	$279K	Sell	5,651 -4,449	-44%	-$359K	0.08%	194
2019 Q4	$971K	Sell	10,100 -3,200	-24%	-$275K	0.26%	127
2019 Q3	$1.02M	Buy	13,300 +10,100	+316%	+$808K	0.34%	107
2019 Q2	$274K	Sell	3,200 -6,658	-68%	-$527K	0.15%	223
2019 Q1	$710K	Buy	9,858 +5,758	+140%	+$415K	0.25%	129
2018 Q4	$283K	Buy	+4,100	New	+$250K	0.25%	157

Other funds holding LPLA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sciencast Management's LPLA Position: Q3 2026 in Review

Sciencast Management opened a new position in LPL Financial (LPLA) in Q3 2026: 6,523 shares worth $1.99M. The stake represents 0.81% of the portfolio and ranks #52 among its holdings. This is a return to the name: Sciencast Management previously reported a position in LPLA as recently as Q3 2025.

Sciencast Management first reported a position in LPLA in Q4 2018 and has held it in 11 quarters since. 643 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Sciencast Management held 6,523 shares of LPL Financial worth $1.99M as of Q3 2026.
LPL Financial was a new Sciencast Management position in Q3 2026.
LPL Financial made up 0.81% of Sciencast Management's portfolio in Q3 2026, its #52 holding.
Sciencast Management first reported a position in LPL Financial in Q4 2018 and has held it in 11 quarters since.
643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Sciencast Management's 13F filing for Q3 2026, filed 13 Nov 2026.