Westfield Capital Management
LPLA icon

Westfield Capital Management’s LPL Financial LPLA Stock Holding History

Westfield Capital 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 		$265M Buy
881,506
+255,944
+41% +$85.9M 1.11% 16
2025
Q4 		$223M Buy
625,562
+50,100
+9% +$17.7M 0.93% 18
2025
Q3 		$191M Sell
575,462
-206,770
-26% -$74.9M 0.8% 27
2025
Q2 		$293M Sell
782,232
-47,867
-6% -$16.8M 1.23% 17
2025
Q1 		$272M Buy
830,099
+124,180
+18% +$43.2M 1.32% 12
2024
Q4 		$230M Sell
705,919
-4,948
-0.7% -$1.46M 1% 18
2024
Q3 		$165M Buy
710,867
+126,266
+22% +$28.5M 0.75% 29
2024
Q2 		$163M Buy
584,601
+199,374
+52% +$54.1M 0.8% 23
2024
Q1 		$102M Sell
385,227
-43,642
-10% -$11M 0.53% 52
2023
Q4 		$97.6M Sell
428,869
-170,235
-28% -$38.3M 0.57% 50
2023
Q3 		$142M Sell
599,104
-51,345
-8% -$11.9M 0.97% 18
2023
Q2 		$141M Buy
650,449
+57,292
+10% +$11.5M 0.9% 23
2023
Q1 		$120M Buy
593,157
+10,373
+2% +$2.37M 0.85% 28
2022
Q4 		$126M Sell
582,784
-106,148
-15% -$24.8M 0.97% 19
2022
Q3 		$151M Sell
688,932
-125,754
-15% -$26.7M 1.2% 14
2022
Q2 		$150M Sell
814,686
-48,954
-6% -$9.3M 1.18% 11
2022
Q1 		$158M Sell
863,640
-206,030
-19% -$35.9M 1.01% 19
2021
Q4 		$171M Sell
1,069,670
-106,824
-9% -$17.6M 1.02% 20
2021
Q3 		$184M Buy
1,176,494
+191,330
+19% +$27.5M 1.11% 15
2021
Q2 		$133M Buy
985,164
+137,251
+16% +$20M 0.8% 27
2021
Q1 		$121M Sell
847,913
-315,054
-27% -$40.2M 0.75% 36
2020
Q4 		$121M Buy
1,162,967
+263,845
+29% +$23.7M 0.72% 40
2020
Q3 		$68.9M Sell
899,122
-90,263
-9% -$7.17M 0.45% 74
2020
Q2 		$77.6M Sell
989,385
-38,160
-4% -$2.55M 0.53% 61
2020
Q1 		$55.9M Sell
1,027,545
-224,183
-18% -$18.1M 0.49% 74
2019
Q4 		$115M Buy
1,251,728
+367,788
+42% +$31.6M 0.82% 34
2019
Q3 		$72.4M Buy
883,940
+219,581
+33% +$17.6M 0.58% 57
2019
Q2 		$54.2M Sell
664,359
-37,916
-5% -$3M 0.41% 87
2019
Q1 		$48.9M Sell
702,275
-285,090
-29% -$20.5M 0.37% 90
2018
Q4 		$60.3M Sell
987,365
-219,110
-18% -$13.4M 0.51% 73
2018
Q3 		$77.8M Buy
1,206,475
+145,740
+14% +$9.66M 0.55% 59
2018
Q2 		$69.5M Buy
1,060,735
+351,348
+50% +$23.1M 0.52% 63
2018
Q1 		$43.3M Buy
+709,387
New +$44M 0.33% 104
2015
Q1 		– Sell
-341,875
Closed -$15.2M – 319
2014
Q4 		$15.2M Sell
341,875
-16,510
-5% -$710K 0.09% 218
2014
Q3 		$16.5M Sell
358,385
-55,660
-13% -$2.68M 0.1% 209
2014
Q2 		$20.6M Buy
414,045
+44,075
+12% +$2.14M 0.12% 198
2014
Q1 		$19.4M Sell
369,970
-110,600
-23% -$5.84M 0.12% 213
2013
Q4 		$22.6M Buy
+480,570
New +$20.2M 0.13% 193

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

Westfield Capital Management's LPLA Position: Q1 2026 in Review

Westfield Capital Management increased its LPL Financial (LPLA) stake by 41% in Q1 2026, buying an estimated $85.9M and bringing the position to 881,506 shares worth $265M. The position accounts for 1.11% of the portfolio, ranked #16.

Westfield Capital Management first reported a position in LPLA in Q4 2013 and has held it in 38 quarters since. The position peaked at $293M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Westfield Capital Management held 881,506 shares of LPL Financial worth $265M as of Q1 2026.
  • Westfield Capital Management bought 255,944 LPL Financial shares in Q1 2026, an estimated $85.9M.
  • LPL Financial made up 1.11% of Westfield Capital Management's portfolio in Q1 2026, its #16 holding.
  • Westfield Capital Management first reported a position in LPL Financial in Q4 2013 and has held it in 38 quarters since.
  • Westfield Capital Management's LPL Financial position peaked at $293M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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