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Susquehanna Fundamental Investments’s LPL Financial LPLA Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-4,282
Closed -$1.53M – 608
2025
Q4 		$1.53M Sell
4,282
-46,463
-92% -$16.4M 0.05% 279
2025
Q3 		$16.9M Sell
50,745
-23,951
-32% -$8.68M 0.66% 35
2025
Q2 		$28M Hold
74,696
– – 0.75% 27
2025
Q1 		$24.4M Hold
74,696
– – 0.34% 62
2024
Q4 		$24.4M Buy
+74,696
New +$22.1M 0.35% 57
2024
Q2 		$10.4M Sell
37,121
-606
-2% -$164K 0.24% 120
2024
Q1 		$9.97M Buy
+37,727
New +$9.52M 0.47% 55
2023
Q2 		– Sell
-7,170
Closed -$1.45M – 782
2023
Q1 		$1.45M Hold
7,170
– – 0.03% 444
2022
Q4 		$1.55M Sell
7,170
-15,040
-68% -$3.52M 0.03% 553
2022
Q3 		$4.85M Buy
+22,210
New +$4.72M 0.08% 331
2022
Q1 		– Sell
-3,960
Closed -$634K – 1619
2021
Q4 		$634K Sell
3,960
-17,629
-82% -$2.91M 0.02% 828
2021
Q3 		$3.38M Sell
21,589
-10,500
-33% -$1.51M 0.06% 418
2021
Q2 		$4.33M Sell
32,089
-100
-0.3% -$14.5K 0.08% 343
2021
Q1 		$4.58M Buy
32,189
+3,960
+14% +$505K 0.08% 344
2020
Q4 		$2.94M Buy
28,229
+17,629
+166% +$1.58M 0.05% 499
2020
Q3 		$813K Buy
+10,600
New +$842K 0.02% 713

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

Susquehanna Fundamental Investments's LPLA Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 4,282 shares — an estimated $1.53M sold.

Susquehanna Fundamental Investments first reported a position in LPLA in Q3 2020 and held it in 16 quarters. The position peaked at $28M in Q2 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 4,282 LPL Financial shares in Q1 2026, an estimated $1.53M.
  • Susquehanna Fundamental Investments first reported a position in LPL Financial in Q3 2020 and held it in 16 quarters.
  • Susquehanna Fundamental Investments's LPL Financial position peaked at $28M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.