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AGF Management’s LPL Financial LPLA Stock Holding History

AGF 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
Q4 		– Sell
-537,275
Closed -$179M – 675
2025
Q3 		$179M Sell
537,275
-227,749
-30% -$82.6M 0.79% 30
2025
Q2 		$287M Buy
765,024
+327,580
+75% +$115M 1.3% 17
2025
Q1 		$143M Buy
437,444
+2,388
+0.5% +$832K 0.76% 37
2024
Q4 		$142M Sell
435,056
-12,454
-3% -$3.68M 0.71% 42
2024
Q3 		$104M Buy
447,510
+15,232
+4% +$3.43M 0.53% 59
2024
Q2 		$121M Buy
432,278
+5,767
+1% +$1.57M 0.67% 43
2024
Q1 		$113M Buy
426,511
+52,156
+14% +$13.2M 0.62% 47
2023
Q4 		$85.2M Sell
374,355
-33,828
-8% -$7.6M 0.5% 71
2023
Q3 		$97M Hold
408,183
– – 0.69% 40
2023
Q2 		$88.8M Buy
408,183
+3,000
+0.7% +$601K 0.64% 54
2023
Q1 		$82M Sell
405,183
-35,000
-8% -$8M 0.56% 58
2022
Q4 		$95.2M Buy
+440,183
New +$103M 0.69% 42

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AGF Management's LPLA Position: Q4 2025 in Review

AGF Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 537,275 shares — an estimated $179M sold.

AGF Management first reported a position in LPLA in Q4 2022 and held it in 12 quarters. The position peaked at $287M in Q2 2025. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • AGF Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • AGF Management sold 537,275 LPL Financial shares in Q4 2025, an estimated $179M.
  • AGF Management first reported a position in LPL Financial in Q4 2022 and held it in 12 quarters.
  • AGF Management's LPL Financial position peaked at $287M in Q2 2025.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.