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Arlington Trust’s LPL Financial LPLA Stock Holding History

Arlington Trust’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
-315
Closed -$105K – 551
2025
Q3 		$105K Hold
315
– – 0.02% 261
2025
Q2 		$118K Hold
315
– – 0.02% 244
2025
Q1 		$103K Hold
315
– – 0.02% 258
2024
Q4 		$103K Hold
315
– – 0.02% 264
2024
Q3 		$73.3K Hold
315
– – 0.02% 293
2024
Q2 		$88K Sell
315
-71
-18% -$19.3K 0.02% 268
2024
Q1 		$102K Sell
386
-4
-1% -$1.01K 0.03% 218
2023
Q4 		$88.8K Buy
+390
New +$87.7K 0.02% 227

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 $191B AUM 17.5% 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 $846B AUM 46.74% 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
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arlington Trust's LPLA Position: Q4 2025 in Review

Arlington Trust sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 315 shares — an estimated $105K sold.

Arlington Trust first reported a position in LPLA in Q4 2023 and held it in 8 quarters. The position peaked at $118K in Q2 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Arlington Trust reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 315 LPL Financial shares in Q4 2025, an estimated $105K.
  • Arlington Trust first reported a position in LPL Financial in Q4 2023 and held it in 8 quarters.
  • Arlington Trust's LPL Financial position peaked at $118K in Q2 2025.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.