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ASB Consultores’s LPL Financial LPLA Stock Holding History

ASB Consultores’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
-928
Closed -$304K – 156
2025
Q1 		$304K Sell
928
-112
-11% -$39K 0.2% 76
2024
Q4 		$340K Buy
1,040
+180
+21% +$53.2K 0.14% 124
2024
Q3 		$200K Buy
860
+124
+17% +$27.9K 0.08% 206
2024
Q2 		$206K Sell
736
-642
-47% -$174K 0.07% 189
2024
Q1 		$364K Buy
+1,378
New +$348K 0.09% 165

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 $3.37T AUM 44.26% 1-Year Est. Return

ASB Consultores's LPLA Position: Q2 2025 in Review

ASB Consultores sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 928 shares — an estimated $304K sold.

ASB Consultores first reported a position in LPLA in Q1 2024 and held it in 5 quarters. The position peaked at $364K in Q1 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • ASB Consultores reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • ASB Consultores sold 928 LPL Financial shares in Q2 2025, an estimated $304K.
  • ASB Consultores first reported a position in LPL Financial in Q1 2024 and held it in 5 quarters.
  • ASB Consultores's LPL Financial position peaked at $364K in Q1 2024.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on ASB Consultores's 13F filing for Q2 2025, filed 13 Aug 2025.