Simplex Trading
LPLA icon

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 		$1.32M Sell
4,400
-7,300
-62% -$2.45M ﹤0.01% 2205
2025
Q4 		$4.18M Buy
11,700
+3,100
+36% +$1.1M ﹤0.01% 1425
2025
Q3 		$2.86M Buy
8,600
+6,200
+258% +$2.25M ﹤0.01% 1969
2025
Q2 		$899K Sell
2,400
-15,500
-87% -$5.43M ﹤0.01% 2881
2025
Q1 		$5.86M Buy
17,900
+6,500
+57% +$2.26M ﹤0.01% 1203
2024
Q4 		$3.72M Sell
11,400
-20,100
-64% -$5.94M ﹤0.01% 1696
2024
Q3 		$7.33M Buy
31,500
+27,900
+775% +$6.29M ﹤0.01% 1231
2024
Q2 		$1M Buy
3,600
+1,300
+57% +$353K ﹤0.01% 2905
2024
Q1 		$607K Sell
2,300
-11,100
-83% -$2.8M ﹤0.01% 3651
2023
Q4 		$3.05M Sell
13,400
-12,600
-48% -$2.83M ﹤0.01% 1991
2023
Q3 		$6.18M Buy
26,000
+18,000
+225% +$4.18M ﹤0.01% 1200
2023
Q2 		$1.74M Sell
8,000
-29,100
-78% -$5.83M ﹤0.01% 2082
2023
Q1 		$7.51M Buy
37,100
+3,200
+9% +$732K 0.01% 1052
2022
Q4 		$7.33M Buy
33,900
+28,200
+495% +$6.59M 0.01% 1004
2022
Q3 		$1.25M Sell
5,700
-5,600
-50% -$1.19M ﹤0.01% 2401
2022
Q2 		$2.08M Buy
11,300
+1,800
+19% +$342K ﹤0.01% 1824
2022
Q1 		$1.74M Sell
9,500
-700
-7% -$122K ﹤0.01% 2253
2021
Q4 		$1.63M Sell
10,200
-4,100
-29% -$677K ﹤0.01% 2257
2021
Q3 		$2.01M Hold
14,300
– – ﹤0.01% 2131
2021
Q2 		$1.93M Buy
14,300
+14,205
+14,953% +$2.07M ﹤0.01% 2209
2021
Q1 		$1.35M Buy
95
+48
+102% +$6.13K ﹤0.01% 2076
2020
Q4 		$489K Sell
47
-39
-45% -$3.5K ﹤0.01% 3458
2020
Q3 		$659K Sell
86
-83
-49% -$6.59K ﹤0.01% 2710
2020
Q2 		$1.32M Buy
169
+121
+252% +$8.09K ﹤0.01% 1876
2020
Q1 		$261K Sell
48
-10
-17% -$806 ﹤0.01% 3282
2019
Q4 		$535K Sell
58
-119
-67% -$10.2K ﹤0.01% 2679
2019
Q3 		$1.45M Sell
177
-143
-45% -$11.4K ﹤0.01% 1606
2019
Q2 		$2.61M Buy
320
+146
+84% +$11.6K 0.01% 1096
2019
Q1 		$1.21M Buy
174
+87
+100% +$6.27K ﹤0.01% 1828
2018
Q4 		$531K Sell
87
-74
-46% -$4.51K ﹤0.01% 2172
2018
Q3 		$1.04M Sell
161
-51
-24% -$3.38K ﹤0.01% 1844
2018
Q2 		$1.39M Buy
212
+19
+10% +$1.25K 0.01% 1459
2018
Q1 		$10K Buy
193
+156
+422% +$9.67K ﹤0.01% 4030
2017
Q4 		$1K Sell
37
-225
-86% -$11.8K ﹤0.01% 5555
2017
Q3 		$1K Sell
262
-10
-4% -$460 ﹤0.01% 5476
2017
Q2 		$68K Sell
272
-41
-13% -$1.66K ﹤0.01% 2101
2017
Q1 		$131K Buy
313
+119
+61% +$4.68K 0.01% 1516
2016
Q4 		$40K Buy
+194
New +$6.78K ﹤0.01% 2381
2016
Q2 		– Sell
-12
Closed -$1K – 6168
2016
Q1 		$1K Buy
+12
New +$324 ﹤0.01% 5151
2015
Q4 		– Sell
-82
Closed -$17K – 5793
2015
Q3 		$17K Buy
+82
New +$3.53K ﹤0.01% 2959
2015
Q1 		– Sell
-10
Closed -$1K – 5289
2014
Q4 		$1K Buy
+10
New +$430 ﹤0.01% 4168

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.