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Tidal Investments’s LPL Financial LPLA Stock Holding History

Tidal 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 		$722K Buy
2,400
+126
+6% +$42.3K ﹤0.01% 1662
2025
Q4 		$812K Buy
2,274
+130
+6% +$46K ﹤0.01% 1385
2025
Q3 		$713K Sell
2,144
-75
-3% -$27.2K ﹤0.01% 1375
2025
Q2 		$832K Sell
2,219
-3,786
-63% -$1.33M 0.01% 1129
2025
Q1 		$1.96M Buy
6,005
+2,349
+64% +$818K 0.02% 710
2024
Q4 		$1.19M Sell
3,656
-4,006
-52% -$1.18M 0.01% 916
2024
Q3 		$1.78M Buy
7,662
+3,809
+99% +$858K 0.02% 715
2024
Q2 		$1.08M Buy
3,853
+2,309
+150% +$627K 0.01% 853
2024
Q1 		$408K Buy
1,544
+239
+18% +$60.3K 0.01% 1269
2023
Q4 		$297K Buy
1,305
+88
+7% +$19.8K 0.01% 1178
2023
Q3 		$289K Buy
1,217
+81
+7% +$18.8K 0.01% 1074
2023
Q2 		$247K Sell
1,136
-2,496
-69% -$500K 0.01% 1130
2023
Q1 		$735K Buy
3,632
+270
+8% +$61.7K 0.02% 609
2022
Q4 		$727K Sell
3,362
-3,032
-47% -$709K 0.03% 544
2022
Q3 		$1.4M Buy
+6,394
New +$1.36M 0.06% 291

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

Tidal Investments's LPLA Position: Q1 2026 in Review

Tidal Investments increased its LPL Financial (LPLA) stake by 5.5% in Q1 2026, buying an estimated $42.3K and bringing the position to 2,400 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Tidal Investments first reported a position in LPLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Tidal Investments held 2,400 shares of LPL Financial worth $722K as of Q1 2026.
  • Tidal Investments bought 126 LPL Financial shares in Q1 2026, an estimated $42.3K.
  • LPL Financial made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1662 holding.
  • Tidal Investments first reported a position in LPL Financial in Q3 2022 and has held it in 15 quarters since.
  • Tidal Investments's LPL Financial position peaked at $1.96M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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