Boston Trust Walden’s LPL Financial LPLA Stock Holding History

Boston Trust Walden’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 Q4	–	Sell	-680	Closed	-$226K	–	395
2025 Q3	$226K	Hold	680	–	–	﹤0.01%	380
2025 Q2	$255K	Buy	+680	New	+$238K	﹤0.01%	357
2016 Q1	–	Sell	-217,256	Closed	-$9.27M	–	346
2015 Q4	$9.27M	Sell	217,256 -156,387	-42%	-$6.66M	0.17%	179
2015 Q3	$14.9M	Sell	373,643 -23,986	-6%	-$1.03M	0.25%	156
2015 Q2	$18.5M	Buy	397,629 +243,407	+158%	+$10.5M	0.28%	155
2015 Q1	$6.76M	Buy	154,222 +389	+0.3%	+$17.2K	0.1%	201
2014 Q4	$6.85M	Buy	153,833 +102,797	+201%	+$4.42M	0.1%	198
2014 Q3	$2.35M	Sell	51,036 -727	-1%	-$35K	0.04%	234
2014 Q2	$2.57M	Sell	51,763 -42	-0.1%	-$2.04K	0.04%	223
2014 Q1	$2.72M	Sell	51,805 -862	-2%	-$45.5K	0.04%	212
2013 Q4	$2.48M	Buy	+52,667	New	+$2.21M	0.04%	218

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Trust Walden's LPLA Position: Q4 2025 in Review

Boston Trust Walden sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 680 shares — an estimated $226K sold.

Boston Trust Walden first reported a position in LPLA in Q4 2013 and held it in 11 quarters. The position peaked at $18.5M in Q2 2015. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Boston Trust Walden reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Boston Trust Walden sold 680 LPL Financial shares in Q4 2025, an estimated $226K.
Boston Trust Walden first reported a position in LPL Financial in Q4 2013 and held it in 11 quarters.
Boston Trust Walden's LPL Financial position peaked at $18.5M in Q2 2015.
826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Boston Trust Walden's 13F filing for Q4 2025, filed 28 Jan 2026.