Channing Capital Management’s LPL Financial LPLA Stock Holding History

Channing Capital 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 Q3	–	Sell	-23,552	Closed	-$8.83M	–	116
2025 Q2	$8.83M	Sell	23,552 -9,463	-29%	-$3.32M	0.25%	79
2025 Q1	$10.8M	Sell	33,015 -7,543	-19%	-$2.63M	0.33%	49
2024 Q4	$13.2M	Buy	40,558 +8,741	+27%	+$2.58M	0.35%	48
2024 Q3	$7.4M	Sell	31,817 -6,697	-17%	-$1.51M	0.19%	90
2024 Q2	$10.8M	Buy	38,514 +4,468	+13%	+$1.21M	0.3%	55
2024 Q1	$8.99M	Buy	+34,046	New	+$8.59M	0.24%	73

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Channing Capital Management's LPLA Position: Q3 2025 in Review

Channing Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 23,552 shares — an estimated $8.83M sold.

Channing Capital Management first reported a position in LPLA in Q1 2024 and held it in 6 quarters. The position peaked at $13.2M in Q4 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Channing Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Channing Capital Management sold 23,552 LPL Financial shares in Q3 2025, an estimated $8.83M.
Channing Capital Management first reported a position in LPL Financial in Q1 2024 and held it in 6 quarters.
Channing Capital Management's LPL Financial position peaked at $13.2M in Q4 2024.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Channing Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.