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Compass Planning Associates’s LPL Financial LPLA Stock Holding History

Compass Planning Associates’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
-21
Closed -$7.91K – 83
2025
Q2 		$7.91K Hold
21
– – 0.01% 101
2025
Q1 		$6.9K Hold
21
– – 0.01% 106
2024
Q4 		$6.88K Buy
+21
New +$6.21K 0.01% 107

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compass Planning Associates's LPLA Position: Q3 2025 in Review

Compass Planning Associates sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 21 shares — an estimated $7.91K sold.

Compass Planning Associates first reported a position in LPLA in Q4 2024 and held it in 3 quarters. The position peaked at $7.91K in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Compass Planning Associates reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 21 LPL Financial shares in Q3 2025, an estimated $7.91K.
  • Compass Planning Associates first reported a position in LPL Financial in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's LPL Financial position peaked at $7.91K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.