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Simplicity Wealth’s LPL Financial LPLA Stock Holding History

Simplicity Wealth’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 		$208K Sell
690
-61
-8% -$20.5K 0.01% 712
2025
Q4 		$268K Buy
+751
New +$266K 0.02% 595
2024
Q4 		– Sell
-1,444
Closed -$336K – 449
2024
Q3 		$336K Sell
1,444
-5,209
-78% -$1.17M 0.03% 373
2024
Q2 		$1.86M Buy
6,653
+109
+2% +$29.6K 0.04% 366
2024
Q1 		$1.73M Buy
+6,544
New +$1.65M 0.04% 379

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

Simplicity Wealth's LPLA Position: Q1 2026 in Review

Simplicity Wealth reduced its LPL Financial (LPLA) stake by 8.1% in Q1 2026, selling an estimated $20.5K and leaving 690 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #712.

Simplicity Wealth first reported a position in LPLA in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.86M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Simplicity Wealth held 690 shares of LPL Financial worth $208K as of Q1 2026.
  • Simplicity Wealth sold 61 LPL Financial shares in Q1 2026, an estimated $20.5K.
  • LPL Financial made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #712 holding.
  • Simplicity Wealth first reported a position in LPL Financial in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's LPL Financial position peaked at $1.86M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.