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

Cannon 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 Q4	–	Sell	-3,500	Closed	-$1.16M	–	84
2025 Q3	$1.16M	Buy	+3,500	New	+$1.27M	1.75%	11
2023 Q3	–	Sell	-2,300	Closed	-$500K	–	40
2023 Q2	$500K	Buy	+2,300	New	+$461K	2.6%	14
2023 Q1	–	Sell	-12,800	Closed	-$2.77M	–	11
2022 Q4	$2.77M	Sell	12,800 -13,700	-52%	-$3.2M	4.11%	9
2022 Q3	$5.79M	Buy	+26,500	New	+$5.64M	9.35%	3

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 $315B AUM 27.84% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $204B AUM 27.99% 1-Year Est. Return

Cannon Global Investment Management's LPLA Position: Q4 2025 in Review

Cannon Global Investment Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 3,500 shares — an estimated $1.16M sold.

Cannon Global Investment Management first reported a position in LPLA in Q3 2022 and held it in 4 quarters. The position peaked at $5.79M in Q3 2022. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Cannon Global Investment Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Cannon Global Investment Management sold 3,500 LPL Financial shares in Q4 2025, an estimated $1.16M.
Cannon Global Investment Management first reported a position in LPL Financial in Q3 2022 and held it in 4 quarters.
Cannon Global Investment Management's LPL Financial position peaked at $5.79M in Q3 2022.
826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Cannon Global Investment Management's 13F filing for Q4 2025, filed 27 Jan 2026.