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Bellwether Advisors’s LPL Financial LPLA Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-74
Closed -$27.7K – 379
2025
Q2 		$27.7K Buy
+74
New +$25.9K ﹤0.01% 263
2022
Q4 		– Sell
-3,492
Closed -$762K – 509
2022
Q3 		$762K Buy
3,492
+1,070
+44% +$228K 0.25% 60
2022
Q2 		$446K Buy
+2,422
New +$460K 0.14% 86

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bellwether Advisors's LPLA Position: Q3 2025 in Review

Bellwether Advisors sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 74 shares — an estimated $27.7K sold.

Bellwether Advisors first reported a position in LPLA in Q2 2022 and held it in 3 quarters. The position peaked at $762K in Q3 2022. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Bellwether Advisors reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 74 LPL Financial shares in Q3 2025, an estimated $27.7K.
  • Bellwether Advisors first reported a position in LPL Financial in Q2 2022 and held it in 3 quarters.
  • Bellwether Advisors's LPL Financial position peaked at $762K in Q3 2022.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.