Systematic Alpha Investments’s LPL Financial LPLA Stock Holding History

Systematic Alpha 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	$229K	Hold	760	–	–	0.01%	212
2025 Q4	$271K	Hold	760	–	–	0.01%	196
2025 Q3	$253K	Hold	760	–	–	0.01%	208
2025 Q2	$285K	Hold	760	–	–	0.01%	194
2025 Q1	$249K	Hold	760	–	–	0.01%	201
2024 Q4	$248K	Buy	+760	New	+$225K	0.01%	203
2024 Q3	–	Sell	-760	Closed	-$212K	–	233
2024 Q2	$212K	Hold	760	–	–	0.01%	207
2024 Q1	$201K	Hold	760	–	–	0.01%	216
2023 Q4	$173K	Hold	760	–	–	0.01%	223
2023 Q3	$181K	Hold	760	–	–	0.01%	212
2023 Q2	$165K	Hold	760	–	–	0.01%	216
2023 Q1	$154K	Buy	+760	New	+$174K	0.01%	224
2021 Q4	–	Sell	-760	Closed	-$125K	–	375
2021 Q3	$125K	Hold	760	–	–	0.01%	266
2021 Q2	$110K	Buy	760 +1	+0.1%	+$145	0.01%	207
2021 Q1	$108K	Hold	759	–	–	0.01%	142
2020 Q4	$79K	Buy	+759	New	+$68.2K	0.01%	113

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Systematic Alpha Investments's LPLA Position: Q1 2026 in Review

Systematic Alpha Investments held its LPL Financial (LPLA) position steady in Q1 2026 at 760 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #212.

Systematic Alpha Investments first reported a position in LPLA in Q4 2020 and has held it in 16 quarters since. The position peaked at $285K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Systematic Alpha Investments held 760 shares of LPL Financial worth $229K as of Q1 2026.
Systematic Alpha Investments left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.01% of Systematic Alpha Investments's portfolio in Q1 2026, its #212 holding.
Systematic Alpha Investments first reported a position in LPL Financial in Q4 2020 and has held it in 16 quarters since.
Systematic Alpha Investments's LPL Financial position peaked at $285K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.