Westwood Holdings Group’s LPL Financial LPLA Stock Holding History

Westwood Holdings Group’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	$32.9M	Sell	109,442 -28,598	-21%	-$9.6M	0.24%	147
2025 Q4	$49.3M	Sell	138,040 -52,049	-27%	-$18.4M	0.4%	99
2025 Q3	$63.2M	Buy	+190,089	New	+$68.9M	0.45%	94
2025 Q2	–	Sell	-55,121	Closed	-$18M	–	503
2025 Q1	$18M	Sell	55,121 -15,155	-22%	-$5.28M	0.14%	173
2024 Q4	$22.9M	Buy	70,276 +11,844	+20%	+$3.5M	0.18%	160
2024 Q3	$13.6M	Buy	+58,432	New	+$13.2M	0.06%	234
2022 Q4	–	Sell	-27,453	Closed	-$6M	–	584
2022 Q3	$6M	Sell	27,453 -39,084	-59%	-$8.31M	0.07%	196
2022 Q2	$12.3M	Buy	66,537 +8,524	+15%	+$1.62M	0.13%	170
2022 Q1	$10.6M	Buy	+58,013	New	+$10.1M	0.1%	194

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westwood Holdings Group's LPLA Position: Q1 2026 in Review

Westwood Holdings Group reduced its LPL Financial (LPLA) stake by 21% in Q1 2026, selling an estimated $9.6M and leaving 109,442 shares worth $32.9M. The position accounts for 0.24% of the portfolio, ranked #147.

Westwood Holdings Group first reported a position in LPLA in Q1 2022 and has held it in 9 quarters since. The position peaked at $63.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Westwood Holdings Group held 109,442 shares of LPL Financial worth $32.9M as of Q1 2026.
Westwood Holdings Group sold 28,598 LPL Financial shares in Q1 2026, an estimated $9.6M.
LPL Financial made up 0.24% of Westwood Holdings Group's portfolio in Q1 2026, its #147 holding.
Westwood Holdings Group first reported a position in LPL Financial in Q1 2022 and has held it in 9 quarters since.
Westwood Holdings Group's LPL Financial position peaked at $63.2M in Q3 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.