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Brandywine Global Investment Management’s LPL Financial LPLA Stock Holding History

Brandywine Global Investment Management’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
-36,515
Closed -$11.9M – 608
2025
Q1 		$11.9M Sell
36,515
-2,053
-5% -$715K 0.09% 221
2024
Q4 		$12.6M Sell
38,568
-3,550
-8% -$1.05M 0.09% 215
2024
Q3 		$10.5M Sell
42,118
-86,645
-67% -$19.5M 0.07% 257
2024
Q2 		$36M Buy
128,763
+18,834
+17% +$5.11M 0.27% 96
2024
Q1 		$29M Buy
109,929
+39,935
+57% +$10.1M 0.21% 119
2023
Q4 		$15.9M Buy
69,994
+31,301
+81% +$7.04M 0.13% 170
2023
Q3 		$9.2M Buy
38,693
+2,631
+7% +$611K 0.08% 250
2023
Q2 		$7.84M Buy
+36,062
New +$7.22M 0.07% 285
2021
Q4 		– Sell
-62,653
Closed -$9.82M – 719
2021
Q3 		$9.82M Sell
62,653
-4,224
-6% -$607K 0.07% 253
2021
Q2 		$9.03M Sell
66,877
-2,907
-4% -$423K 0.07% 292
2021
Q1 		$9.92M Sell
69,784
-5,415
-7% -$691K 0.07% 280
2020
Q4 		$7.84M Buy
75,199
+7,569
+11% +$680K 0.07% 294
2020
Q3 		$5.19M Sell
67,630
-46,799
-41% -$3.72M 0.05% 313
2020
Q2 		$8.97M Buy
114,429
+3,723
+3% +$249K 0.09% 201
2020
Q1 		$6.03M Sell
110,706
-50
-0% -$4.03K 0.07% 224
2019
Q4 		$10.4M Buy
110,756
+9,505
+9% +$816K 0.07% 226
2019
Q3 		$8.29M Buy
101,251
+14,164
+16% +$1.13M 0.06% 274
2019
Q2 		$7.1M Buy
87,087
+20,355
+31% +$1.61M 0.05% 325
2019
Q1 		$4.65M Sell
66,732
-4,852
-7% -$350K 0.03% 400
2018
Q4 		$4.37M Buy
71,584
+37,966
+113% +$2.31M 0.03% 401
2018
Q3 		$2.17M Buy
+33,618
New +$2.23M 0.01% 528
2017
Q1 		– Sell
-19,945
Closed -$703K – 952
2016
Q4 		$703K Buy
+19,945
New +$697K ﹤0.01% 606

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brandywine Global Investment Management's LPLA Position: Q2 2025 in Review

Brandywine Global Investment Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 36,515 shares — an estimated $11.9M sold.

Brandywine Global Investment Management first reported a position in LPLA in Q4 2016 and held it in 22 quarters. The position peaked at $36M in Q2 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Brandywine Global Investment Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 36,515 LPL Financial shares in Q2 2025, an estimated $11.9M.
  • Brandywine Global Investment Management first reported a position in LPL Financial in Q4 2016 and held it in 22 quarters.
  • Brandywine Global Investment Management's LPL Financial position peaked at $36M in Q2 2024.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Brandywine Global Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.