Simplex Trading
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Simplex Trading’s LPL Financial LPLA Stock Holding History

Simplex Trading’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 		$481K Sell
1,600
-5,500
-77% -$1.85M ﹤0.01% 3310
2025
Q4 		$2.54M Buy
7,100
+1,500
+27% +$531K ﹤0.01% 1787
2025
Q3 		$1.86M Buy
5,600
+2,400
+75% +$870K ﹤0.01% 2402
2025
Q2 		$1.2M Sell
3,200
-5,200
-62% -$1.82M ﹤0.01% 2601
2025
Q1 		$2.75M Buy
8,400
+3,700
+79% +$1.29M ﹤0.01% 1744
2024
Q4 		$1.53M Sell
4,700
-6,200
-57% -$1.83M ﹤0.01% 2426
2024
Q3 		$2.54M Buy
10,900
+5,500
+102% +$1.24M ﹤0.01% 2071
2024
Q2 		$1.51M Sell
5,400
-3,600
-40% -$977K ﹤0.01% 2476
2024
Q1 		$2.38M Buy
9,000
+4,900
+120% +$1.24M ﹤0.01% 2235
2023
Q4 		$933K Sell
4,100
-15,400
-79% -$3.46M ﹤0.01% 3067
2023
Q3 		$4.63M Buy
19,500
+13,200
+210% +$3.07M ﹤0.01% 1408
2023
Q2 		$1.37M Buy
6,300
+700
+13% +$140K ﹤0.01% 2297
2023
Q1 		$1.13M Buy
5,600
+4,200
+300% +$960K ﹤0.01% 2483
2022
Q4 		$302K Buy
1,400
+700
+100% +$164K ﹤0.01% 3735
2022
Q3 		$152K Hold
700
– – ﹤0.01% 4971
2022
Q2 		$129K Sell
700
-8,200
-92% -$1.56M ﹤0.01% 5210
2022
Q1 		$1.63M Buy
8,900
+5,300
+147% +$923K ﹤0.01% 2320
2021
Q4 		$576K Sell
3,600
-1,600
-31% -$264K ﹤0.01% 3610
2021
Q3 		$732K Hold
5,200
– – ﹤0.01% 3537
2021
Q2 		$701K Buy
5,200
+5,147
+9,711% +$749K ﹤0.01% 3650
2021
Q1 		$753K Buy
53
+44
+489% +$5.61K ﹤0.01% 2786
2020
Q4 		$93K Sell
9
-61
-87% -$5.48K ﹤0.01% 5513
2020
Q3 		$536K Sell
70
-9
-11% -$715 ﹤0.01% 2914
2020
Q2 		$619K Buy
79
+22
+39% +$1.47K ﹤0.01% 2663
2020
Q1 		$310K Buy
57
+48
+533% +$3.87K ﹤0.01% 3115
2019
Q4 		$83K Sell
9
-119
-93% -$10.2K ﹤0.01% 4699
2019
Q3 		$1.05M Sell
128
-238
-65% -$19K ﹤0.01% 1901
2019
Q2 		$2.98M Buy
366
+253
+224% +$20K 0.01% 1013
2019
Q1 		$787K Buy
113
+61
+117% +$4.4K ﹤0.01% 2196
2018
Q4 		$317K Sell
52
-13
-20% -$792 ﹤0.01% 2669
2018
Q3 		$419K Buy
65
+26
+67% +$1.72K ﹤0.01% 2819
2018
Q2 		$255K Buy
39
+18
+86% +$1.18K ﹤0.01% 3204
2018
Q1 		$1K Sell
21
-54
-72% -$3.35K ﹤0.01% 5676
2017
Q4 		$20K Sell
75
-166
-69% -$8.73K ﹤0.01% 3301
2017
Q3 		$86K Sell
241
-236
-49% -$10.9K ﹤0.01% 1849
2017
Q2 		$70K Sell
477
-391
-45% -$15.9K ﹤0.01% 2063
2017
Q1 		$63K Buy
868
+624
+256% +$24.5K ﹤0.01% 2154
2016
Q4 		$54K Buy
244
+18
+8% +$629 ﹤0.01% 2080
2016
Q3 		$14K Buy
+226
New +$6.11K ﹤0.01% 3317
2015
Q4 		– Sell
-351
Closed -$30K – 5792
2015
Q3 		$30K Buy
+351
New +$15.1K ﹤0.01% 2393

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

Simplex Trading's LPLA Position: Q1 2026 in Review

Simplex Trading sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 2,592 shares — an estimated $870K sold.

Simplex Trading first reported a position in LPLA in Q2 2015 and held it in 20 quarters. The position peaked at $2.76M in Q3 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Simplex Trading reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 2,592 LPL Financial shares in Q1 2026, an estimated $870K.
  • Simplex Trading first reported a position in LPL Financial in Q2 2015 and held it in 20 quarters.
  • Simplex Trading's LPL Financial position peaked at $2.76M in Q3 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.