BFG
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Bleakley Financial Group’s LPL Financial LPLA Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-4,857
Closed -$1.59M – 781
2024
Q4 		$1.59M Sell
4,857
-30
-0.6% -$8.87K 0.05% 301
2024
Q3 		$1.14M Sell
4,887
-384
-7% -$86.5K 0.03% 380
2024
Q2 		$1.47M Buy
5,271
+93
+2% +$25.2K 0.04% 333
2024
Q1 		$1.37M Buy
5,178
+402
+8% +$101K 0.04% 365
2023
Q4 		$1.09M Sell
4,776
-27
-0.6% -$6.07K 0.03% 381
2023
Q3 		$1.14M Buy
4,803
+198
+4% +$46K 0.04% 355
2023
Q2 		$1M Buy
4,605
+79
+2% +$15.8K 0.03% 403
2023
Q1 		$916K Hold
4,526
– – 0.03% 412
2022
Q4 		$978K Buy
+4,526
New +$1.06M 0.04% 382

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return