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Weiss Asset Management’s LPL Financial LPLA Stock Holding History

Weiss Asset Management’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
-52,206
Closed -$18.6M – 675
2025
Q4 		$18.6M Buy
+52,206
New +$18.5M 0.25% 80
2025
Q2 		– Sell
-12,500
Closed -$4.09M – 483
2025
Q1 		$4.09M Buy
+12,500
New +$4.35M 0.08% 122
2024
Q4 		– Sell
-17,226
Closed -$4.01M – 768
2024
Q3 		$4.01M Buy
+17,226
New +$3.88M 0.09% 227
2023
Q2 		– Sell
-19,700
Closed -$3.99M – 276
2023
Q1 		$3.99M Sell
19,700
-300
-2% -$68.6K 0.26% 93
2022
Q4 		$4.32M Buy
+20,000
New +$4.68M 0.18% 155

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Weiss Asset Management's LPLA Position: Q1 2026 in Review

Weiss Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 52,206 shares — an estimated $18.6M sold.

Weiss Asset Management first reported a position in LPLA in Q4 2022 and held it in 5 quarters. The position peaked at $18.6M in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Weiss Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 52,206 LPL Financial shares in Q1 2026, an estimated $18.6M.
  • Weiss Asset Management first reported a position in LPL Financial in Q4 2022 and held it in 5 quarters.
  • Weiss Asset Management's LPL Financial position peaked at $18.6M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.