Applied Finance Capital Management’s LPL Financial LPLA Stock Holding History

Applied Finance Capital 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	-1,573	Closed	-$523K	–	273
2025 Q3	$523K	Sell	1,573 -312	-17%	-$113K	0.04%	176
2025 Q2	$707K	Buy	1,885 +39	+2%	+$13.7K	0.05%	164
2025 Q1	$604K	Buy	1,846 +89	+5%	+$31K	0.04%	181
2024 Q4	$574K	Hold	1,757	–	–	0.02%	188
2024 Q3	$409K	Hold	1,757	–	–	0.02%	221
2024 Q2	$491K	Buy	+1,757	New	+$477K	0.02%	191

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Applied Finance Capital Management's LPLA Position: Q4 2025 in Review

Applied Finance Capital Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,573 shares — an estimated $523K sold.

Applied Finance Capital Management first reported a position in LPLA in Q2 2024 and held it in 6 quarters. The position peaked at $707K in Q2 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Applied Finance Capital Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Applied Finance Capital Management sold 1,573 LPL Financial shares in Q4 2025, an estimated $523K.
Applied Finance Capital Management first reported a position in LPL Financial in Q2 2024 and held it in 6 quarters.
Applied Finance Capital Management's LPL Financial position peaked at $707K in Q2 2025.
828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.