Allworth Financial’s LPL Financial LPLA Stock Holding History

Allworth Financial’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	$1.96M	Sell	6,503 -379	-6%	-$127K	0.01%	543
2025 Q4	$2.46M	Sell	6,882 -162	-2%	-$57.3K	0.01%	482
2025 Q3	$2.34M	Sell	7,044 -31	-0.4%	-$11.2K	0.01%	471
2025 Q2	$2.65M	Buy	7,075 +6,544	+1,232%	+$2.29M	0.01%	431
2025 Q1	$168K	Buy	531 +67	+14%	+$23.3K	﹤0.01%	1009
2024 Q4	$165K	Sell	464 -95	-17%	-$28.1K	﹤0.01%	1019
2024 Q3	$130K	Sell	559 -55	-9%	-$12.4K	﹤0.01%	966
2024 Q2	$130K	Buy	614 +78	+15%	+$21.2K	﹤0.01%	973
2024 Q1	$142K	Buy	536 +94	+21%	+$23.7K	﹤0.01%	896
2023 Q4	$101K	Sell	442 -28	-6%	-$6.29K	﹤0.01%	936
2023 Q3	$112K	Buy	470 +32	+7%	+$7.43K	﹤0.01%	841
2023 Q2	$95.2K	Sell	438 -15	-3%	-$3K	﹤0.01%	914
2023 Q1	$91.8K	Buy	453 +46	+11%	+$10.5K	﹤0.01%	887
2022 Q4	$88K	Buy	407 +192	+89%	+$44.9K	﹤0.01%	851
2022 Q3	$47K	Sell	215 -61	-22%	-$13K	﹤0.01%	983
2022 Q2	$51K	Buy	276 +123	+80%	+$23.4K	﹤0.01%	895
2022 Q1	$28K	Buy	+153	New	+$26.6K	﹤0.01%	1110

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

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