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Capital Analysts LLC’s LPL Financial LPLA Stock Holding History

Capital Analysts LLC’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 		$80K Buy
265
+74
+39% +$24.8K ﹤0.01% 852
2025
Q4 		$68K Buy
191
+9
+5% +$3.18K ﹤0.01% 854
2025
Q3 		$61K Buy
182
+40
+28% +$14.5K ﹤0.01% 844
2025
Q2 		$53K Buy
142
+7
+5% +$2.45K ﹤0.01% 793
2025
Q1 		$44K Sell
135
-21
-13% -$7.31K ﹤0.01% 822
2024
Q4 		$51K Hold
156
– – ﹤0.01% 743
2024
Q3 		$36K Buy
156
+28
+22% +$6.31K ﹤0.01% 794
2024
Q2 		$36K Hold
128
– – ﹤0.01% 772
2024
Q1 		$34K Sell
128
-119
-48% -$30K ﹤0.01% 739
2023
Q4 		$56K Hold
247
– – ﹤0.01% 630
2023
Q3 		$59K Hold
247
– – ﹤0.01% 576
2023
Q2 		$54K Hold
247
– – ﹤0.01% 569
2023
Q1 		$50K Hold
247
– – ﹤0.01% 595
2022
Q4 		$53K Sell
247
-79
-24% -$18.5K ﹤0.01% 608
2022
Q3 		$71K Sell
326
-73
-18% -$15.5K ﹤0.01% 503
2022
Q2 		$74K Hold
399
– – 0.01% 481
2022
Q1 		$73K Sell
399
-56
-12% -$9.75K ﹤0.01% 495
2021
Q4 		$73K Hold
455
– – ﹤0.01% 508
2021
Q3 		$71K Hold
455
– – ﹤0.01% 525
2021
Q2 		$61K Buy
455
+45
+11% +$6.54K ﹤0.01% 532
2021
Q1 		$58K Buy
+410
New +$52.3K ﹤0.01% 561

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