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Cobalt Capital Management’s LPL Financial LPLA Stock Holding History

Cobalt 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
Q1 		– Sell
-12,000
Closed -$3.92M – 32
2024
Q4 		$3.92M Sell
12,000
-28,000
-70% -$8.28M 1.63% 16
2024
Q3 		$9.31M Buy
+40,000
New +$9.01M 4.14% 8
2015
Q2 		– Sell
-37,000
Closed -$1.62M – 75
2015
Q1 		$1.62M Buy
+37,000
New +$1.64M 0.17% 58

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cobalt Capital Management's LPLA Position: Q1 2025 in Review

Cobalt Capital Management sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 12,000 shares — an estimated $3.92M sold.

Cobalt Capital Management first reported a position in LPLA in Q1 2015 and held it in 3 quarters. The position peaked at $9.31M in Q3 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Cobalt Capital Management reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Cobalt Capital Management sold 12,000 LPL Financial shares in Q1 2025, an estimated $3.92M.
  • Cobalt Capital Management first reported a position in LPL Financial in Q1 2015 and held it in 3 quarters.
  • Cobalt Capital Management's LPL Financial position peaked at $9.31M in Q3 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Cobalt Capital Management's 13F filing for Q1 2025, filed 15 May 2025.