Y-Intercept (HK)’s LPL Financial LPLA Stock Holding History

Y-Intercept (HK)’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 Q3	$1.32M	Sell	4,301 -22,183	-84%	-$7.54M	0.03%	859
2026 Q2	$7.46M	Buy	+26,484	New	+$7.95M	0.15%	163
2025 Q4	–	Sell	-735	Closed	-$245K	–	1813
2025 Q3	$245K	Sell	735 -4,689	-86%	-$1.7M	0.01%	1433
2025 Q2	$2.03M	Buy	+5,424	New	+$1.9M	0.05%	593
2024 Q2	–	Sell	-2,451	Closed	-$648K	–	1684
2024 Q1	$648K	Buy	2,451 +526	+27%	+$133K	0.05%	583
2023 Q4	$438K	Buy	+1,925	New	+$433K	0.04%	660
2023 Q2	–	Sell	-1,976	Closed	-$400K	–	1533
2023 Q1	$400K	Buy	+1,976	New	+$452K	0.05%	642
2022 Q1	–	Sell	-2,343	Closed	-$375K	–	849
2021 Q4	$375K	Buy	+2,343	New	+$387K	0.09%	329

Other funds holding LPLA

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK)'s LPLA Position: Q3 2026 in Review

Y-Intercept (HK) reduced its LPL Financial (LPLA) stake by 84% in Q3 2026, selling an estimated $7.54M and leaving 4,301 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #859.

Y-Intercept (HK) first reported a position in LPLA in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.46M in Q2 2026. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Y-Intercept (HK) held 4,301 shares of LPL Financial worth $1.32M as of Q3 2026.
Y-Intercept (HK) sold 22,183 LPL Financial shares in Q3 2026, an estimated $7.54M.
LPL Financial made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #859 holding.
Y-Intercept (HK) first reported a position in LPL Financial in Q4 2021 and has held it in 8 quarters since.
Y-Intercept (HK)'s LPL Financial position peaked at $7.46M in Q2 2026.
443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.