Capital World Investors
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Capital World Investors’s LPL Financial LPLA Stock Holding History

Capital World Investors’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 		$6.14M Buy
2025
Q1 		$1.78M Sell
2024
Q4 		$6.29M Buy
2024
Q3 		$4.14M Hold
2024
Q2 		$4.97M Buy
2023
Q1 		– Sell
2022
Q4 		$109M Hold
2022
Q3 		$110M Buy