Atala Financial’s LPL Financial LPLA Stock Holding History

Atala 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
2025 Q2	–	Sell	-180	Closed	-$58.9K	–	314
2025 Q1	$58.9K	Hold	180	–	–	0.04%	167
2024 Q4	$58.8K	Buy	+180	New	+$53.2K	0.04%	176

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atala Financial's LPLA Position: Q2 2025 in Review

Atala Financial sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 180 shares — an estimated $58.9K sold.

Atala Financial first reported a position in LPLA in Q4 2024 and held it in 2 quarters. The position peaked at $58.9K in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Atala Financial reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 180 LPL Financial shares in Q2 2025, an estimated $58.9K.
Atala Financial first reported a position in LPL Financial in Q4 2024 and held it in 2 quarters.
Atala Financial's LPL Financial position peaked at $58.9K in Q1 2025.
802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.