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Ceredex Value Advisors’s LPL Financial LPLA Stock Holding History

Ceredex Value Advisors’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 		$40M Buy
+132,920
New +$44.6M 1.26% 8
2025
Q4 		– Sell
-69,100
Closed -$23M – 178
2025
Q3 		$23M Sell
69,100
-2,450
-3% -$888K 0.53% 67
2025
Q2 		$26.8M Sell
71,550
-22,325
-24% -$7.82M 0.58% 78
2025
Q1 		$30.7M Buy
+93,875
New +$32.7M 0.67% 59
2024
Q3 		– Sell
-150
Closed -$41.9K – 169
2024
Q2 		$41.9K Sell
150
-50
-25% -$13.6K ﹤0.01% 156
2024
Q1 		$52.8K Hold
200
– – ﹤0.01% 159
2023
Q4 		$45.5K Hold
200
– – ﹤0.01% 150
2023
Q3 		$47.5K Buy
200
+25
+14% +$5.8K ﹤0.01% 148
2023
Q2 		$38K Buy
+175
New +$35K ﹤0.01% 153

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