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TownSquare Capital’s LPL Financial LPLA Stock Holding History

TownSquare Capital’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 		$1.34M Sell
4,439
-147
-3% -$49.3K 0.3% 73
2025
Q4 		$1.64M Sell
4,586
-290
-6% -$103K 0.37% 57
2025
Q3 		$1.62M Sell
4,876
-1,054
-18% -$382K 0.25% 88
2025
Q2 		$2.22M Sell
5,930
-11,789
-67% -$4.13M 0.22% 102
2025
Q1 		$5.8M Buy
17,719
+2,187
+14% +$762K 0.06% 293
2024
Q4 		$5.07M Buy
15,532
+4,968
+47% +$1.47M 0.06% 307
2024
Q3 		$2.46M Buy
10,564
+1,328
+14% +$299K 0.03% 497
2024
Q2 		$2.58M Buy
9,236
+3,719
+67% +$1.01M 0.04% 436
2024
Q1 		$1.46M Buy
5,517
+1,370
+33% +$346K 0.02% 554
2023
Q4 		$944K Buy
4,147
+714
+21% +$160K 0.02% 615
2023
Q3 		$816K Buy
3,433
+617
+22% +$143K 0.01% 615
2023
Q2 		$612K Buy
2,816
+344
+14% +$68.9K 0.01% 705
2023
Q1 		$500K Buy
2,472
+387
+19% +$88.5K 0.01% 671
2022
Q4 		$451K Sell
2,085
-3,715
-64% -$868K 0.01% 668
2022
Q3 		$1.27M Buy
5,800
+957
+20% +$204K 0.04% 321
2022
Q2 		$893K Buy
4,843
+510
+12% +$96.9K 0.03% 356
2022
Q1 		$792K Buy
4,333
+639
+17% +$111K 0.02% 394
2021
Q4 		$591K Buy
3,694
+1,547
+72% +$255K 0.01% 444
2021
Q3 		$337K Buy
+2,147
New +$308K 0.01% 533

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

TownSquare Capital's LPLA Position: Q1 2026 in Review

TownSquare Capital reduced its LPL Financial (LPLA) stake by 3.2% in Q1 2026, selling an estimated $49.3K and leaving 4,439 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #73.

TownSquare Capital first reported a position in LPLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.8M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • TownSquare Capital held 4,439 shares of LPL Financial worth $1.34M as of Q1 2026.
  • TownSquare Capital sold 147 LPL Financial shares in Q1 2026, an estimated $49.3K.
  • LPL Financial made up 0.3% of TownSquare Capital's portfolio in Q1 2026, its #73 holding.
  • TownSquare Capital first reported a position in LPL Financial in Q3 2021 and has held it in 19 quarters since.
  • TownSquare Capital's LPL Financial position peaked at $5.8M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.