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Campbell & Co Investment Adviser’s LPL Financial LPLA Stock Holding History

Campbell & Co Investment Adviser’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 		$1.85M Buy
+6,166
New +$2.07M 0.11% 306
2022
Q4 		– Sell
-3,820
Closed -$835K – 903
2022
Q3 		$835K Buy
+3,820
New +$812K 0.19% 168
2021
Q3 		– Sell
-7,080
Closed -$956K – 686
2021
Q2 		$956K Buy
+7,080
New +$1.03M 0.39% 49
2021
Q1 		– Sell
-2,630
Closed -$274K – 533
2020
Q4 		$274K Buy
+2,630
New +$236K 0.17% 260
2020
Q1 		– Sell
-4,908
Closed -$453K – 300
2019
Q4 		$453K Buy
4,908
+1,716
+54% +$147K 0.14% 265
2019
Q3 		$261K Buy
3,192
+650
+26% +$52K 0.1% 449
2019
Q2 		$207K Buy
+2,542
New +$201K 0.09% 453

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