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Board of the Pension Protection Fund’s LPL Financial LPLA Stock Holding History

Board of the Pension Protection Fund’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
-900
Closed -$337K – 168
2025
Q2 		$337K Buy
+900
New +$315K 0.36% 80

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Boston Partners
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 1-Year Est. Return

Board of the Pension Protection Fund's LPLA Position: Q3 2025 in Review

Board of the Pension Protection Fund sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 900 shares — an estimated $337K sold.

Board of the Pension Protection Fund first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $337K in Q2 2025. 758 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Board of the Pension Protection Fund reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Board of the Pension Protection Fund sold 900 LPL Financial shares in Q3 2025, an estimated $337K.
  • Board of the Pension Protection Fund first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
  • Board of the Pension Protection Fund's LPL Financial position peaked at $337K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Board of the Pension Protection Fund's 13F filing for Q3 2025, filed 9 Oct 2025.