Acadian Asset Management
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Acadian Asset Management’s LPL Financial LPLA Stock Holding History

Acadian 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
2025
Q2 		– Sell
-371
Closed -$121K – 1762
2025
Q1 		$121K Buy
+371
New +$129K ﹤0.01% 1324
2024
Q3 		– Sell
-5,551
Closed -$1.55M – 2234
2024
Q2 		$1.55M Buy
5,551
+398
+8% +$108K ﹤0.01% 854
2024
Q1 		$1.36M Buy
5,153
+4,340
+534% +$1.1M ﹤0.01% 767
2023
Q4 		$185K Sell
813
-839
-51% -$189K ﹤0.01% 1246
2023
Q3 		$391K Buy
1,652
+1,420
+612% +$330K ﹤0.01% 1067
2023
Q2 		$50K Sell
232
-37
-14% -$7.41K ﹤0.01% 1534
2023
Q1 		$54K Sell
269
-441
-62% -$101K ﹤0.01% 1506
2022
Q4 		$153K Buy
+710
New +$166K ﹤0.01% 1347
2022
Q2 		– Sell
-327
Closed -$58K – 1783
2022
Q1 		$58K Buy
+327
New +$56.9K ﹤0.01% 1451
2021
Q4 		– Sell
-204
Closed -$31K – 1779
2021
Q3 		$31K Buy
+204
New +$29.3K ﹤0.01% 1606
2021
Q2 		– Sell
-3,146
Closed -$448K – 2119
2021
Q1 		$448K Sell
3,146
-2,817
-47% -$359K ﹤0.01% 1237
2020
Q4 		$622K Buy
5,963
+649
+12% +$58.3K ﹤0.01% 1161
2020
Q3 		$407K Buy
5,314
+1,543
+41% +$123K ﹤0.01% 1199
2020
Q2 		$296K Sell
3,771
-10,977
-74% -$733K ﹤0.01% 1363
2020
Q1 		$804K Buy
14,748
+2,660
+22% +$214K ﹤0.01% 859
2019
Q4 		$1.11M Buy
+12,088
New +$1.04M 0.01% 850
2019
Q3 		– Sell
-1,571
Closed -$128K – 1952
2019
Q2 		$128K Sell
1,571
-1,893
-55% -$150K ﹤0.01% 1328
2019
Q1 		$241K Buy
+3,464
New +$250K ﹤0.01% 1309
2017
Q1 		– Sell
-324
Closed -$12K – 1677
2016
Q4 		$12K Buy
+324
New +$11.3K ﹤0.01% 1401
2014
Q1 		– Sell
-2,224
Closed -$105K – 1017
2013
Q4 		$105K Buy
+2,224
New +$93.3K ﹤0.01% 878

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management's LPLA Position: Q2 2025 in Review

Acadian Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 371 shares — an estimated $121K sold.

Acadian Asset Management first reported a position in LPLA in Q4 2013 and held it in 20 quarters. The position peaked at $1.55M in Q2 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Acadian Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Acadian Asset Management sold 371 LPL Financial shares in Q2 2025, an estimated $121K.
  • Acadian Asset Management first reported a position in LPL Financial in Q4 2013 and held it in 20 quarters.
  • Acadian Asset Management's LPL Financial position peaked at $1.55M in Q2 2024.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Acadian Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.