BIM
LPLA icon

Bridges Investment Management’s LPL Financial LPLA Stock Holding History

Bridges 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
2026
Q1 		$499K Sell
1,658
-190
-10% -$63.8K 0.01% 289
2025
Q4 		$660K Buy
1,848
+504
+38% +$178K 0.01% 271
2025
Q3 		$447K Buy
1,344
+149
+12% +$54K 0.01% 305
2025
Q2 		$448K Buy
1,195
+9
+0.8% +$3.15K 0.01% 299
2025
Q1 		$388K Buy
1,186
+1
+0.1% +$348 0.01% 304
2024
Q4 		$387K Hold
1,185
– – 0.01% 314
2024
Q3 		$276K Buy
1,185
+37
+3% +$8.34K ﹤0.01% 359
2024
Q2 		$321K Buy
+1,148
New +$312K ﹤0.01% 329
2019
Q4 		– Sell
-3,690
Closed -$302K – 340
2019
Q3 		$302K Buy
+3,690
New +$295K 0.01% 363

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return