South Dakota Investment Council’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.55M Sell
5,147
-2,000
-28% -$671K 0.03% 354
2025
Q4
$2.55M Hold
7,147
0.05% 275
2025
Q3
$2.38M Buy
+7,147
New +$2.59M 0.05% 289

Other funds holding LPLA

South Dakota Investment Council's LPLA Position: Q1 2026 in Review

South Dakota Investment Council reduced its LPL Financial (LPLA) stake by 28% in Q1 2026, selling an estimated $671K and leaving 5,147 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #354.

South Dakota Investment Council first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • South Dakota Investment Council held 5,147 shares of LPL Financial worth $1.55M as of Q1 2026.
  • South Dakota Investment Council sold 2,000 LPL Financial shares in Q1 2026, an estimated $671K.
  • LPL Financial made up 0.03% of South Dakota Investment Council's portfolio in Q1 2026, its #354 holding.
  • South Dakota Investment Council first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • South Dakota Investment Council's LPL Financial position peaked at $2.55M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.