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Caitong International Asset Management’s LPL Financial LPLA Stock Holding History

Caitong International Asset 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
-1,261
Closed -$413K – 2260
2025
Q1 		$413K Buy
1,261
+1,256
+25,120% +$437K 0.31% 51
2024
Q4 		$1.63K Buy
+5
New +$1.48K ﹤0.01% 1209

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caitong International Asset Management's LPLA Position: Q2 2025 in Review

Caitong International Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,261 shares — an estimated $413K sold.

Caitong International Asset Management first reported a position in LPLA in Q4 2024 and held it in 2 quarters. The position peaked at $413K in Q1 2025. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Caitong International Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Caitong International Asset Management sold 1,261 LPL Financial shares in Q2 2025, an estimated $413K.
  • Caitong International Asset Management first reported a position in LPL Financial in Q4 2024 and held it in 2 quarters.
  • Caitong International Asset Management's LPL Financial position peaked at $413K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Caitong International Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.