Walleye Capital
LPLA icon

Walleye Capital’s LPL Financial LPLA Stock Holding History

Walleye 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 		$8.24M Buy
27,379
+25,911
+1,765% +$8.69M 0.03% 494
2025
Q4 		$524K Sell
1,468
-49,416
-97% -$17.5M ﹤0.01% 2937
2025
Q3 		$16.9M Buy
50,884
+50,157
+6,899% +$18.2M 0.06% 311
2025
Q2 		$273K Sell
727
-13,216
-95% -$4.63M ﹤0.01% 3127
2025
Q1 		$4.56M Sell
13,943
-21,716
-61% -$7.56M 0.02% 846
2024
Q4 		$11.6M Buy
35,659
+15,747
+79% +$4.66M 0.03% 540
2024
Q3 		$4.63M Buy
19,912
+16,086
+420% +$3.62M 0.01% 1236
2024
Q2 		$1.07M Sell
3,826
-26,521
-87% -$7.2M ﹤0.01% 2777
2024
Q1 		$8.02M Buy
30,347
+15,660
+107% +$3.95M 0.01% 970
2023
Q4 		$3.34M Buy
+14,687
New +$3.3M 0.01% 1382
2023
Q1 		– Sell
-112,125
Closed -$25.6M – 4184
2022
Q4 		$24.2M Buy
112,125
+73,793
+193% +$17.3M 0.44% 22
2022
Q3 		$8.38M Sell
38,332
-24,584
-39% -$5.23M 0.16% 136
2022
Q2 		$11.6M Buy
62,916
+27,373
+77% +$5.2M 0.32% 54
2022
Q1 		$6.49M Buy
35,543
+28,778
+425% +$5.01M 0.17% 134
2021
Q4 		$1.08M Buy
6,765
+3,829
+130% +$632K 0.03% 539
2021
Q3 		$460 Buy
+2,936
New +$422K 0.01% 813
2020
Q3 		– Sell
-4,391
Closed -$344K – 913
2020
Q2 		$344K Buy
+4,391
New +$293K 0.08% 303
2020
Q1 		– Sell
-3,520
Closed -$325K – 1353
2019
Q4 		$325K Buy
+3,520
New +$302K 0.02% 882
2019
Q3 		– Sell
-1,420
Closed -$116K – 2089
2019
Q2 		$116K Buy
1,420
+470
+49% +$37.2K 0.01% 1165
2019
Q1 		$66K Buy
+950
New +$68.5K 0.01% 1147

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

Walleye Capital's LPLA Position: Q1 2026 in Review

Walleye Capital increased its LPL Financial (LPLA) stake by 1,765% in Q1 2026, buying an estimated $8.69M and bringing the position to 27,379 shares worth $8.24M. The position accounts for 0.03% of the portfolio, ranked #494.

Walleye Capital first reported a position in LPLA in Q1 2019 and has held it in 20 quarters since. The position peaked at $24.2M in Q4 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Walleye Capital held 27,379 shares of LPL Financial worth $8.24M as of Q1 2026.
  • Walleye Capital bought 25,911 LPL Financial shares in Q1 2026, an estimated $8.69M.
  • LPL Financial made up 0.03% of Walleye Capital's portfolio in Q1 2026, its #494 holding.
  • Walleye Capital first reported a position in LPL Financial in Q1 2019 and has held it in 20 quarters since.
  • Walleye Capital's LPL Financial position peaked at $24.2M in Q4 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.