Concord Wealth Partners’s LPL Financial LPLA Stock Holding History

Concord Wealth Partners’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	–	Sell	-24	Closed	-$8.57K	–	539
2025 Q4	$8.57K	Hold	24	–	–	﹤0.01%	562
2025 Q3	$7.99K	Hold	24	–	–	﹤0.01%	565
2025 Q2	$9K	Hold	24	–	–	﹤0.01%	557
2025 Q1	$7.85K	Hold	24	–	–	﹤0.01%	533
2024 Q4	$7.84K	Hold	24	–	–	﹤0.01%	544
2024 Q3	$5.58K	Hold	24	–	–	﹤0.01%	619
2024 Q2	$6.7K	Hold	24	–	–	﹤0.01%	546
2024 Q1	$6.34K	Hold	24	–	–	﹤0.01%	622
2023 Q4	$5.46K	Hold	24	–	–	﹤0.01%	631
2023 Q3	$5.7K	Hold	24	–	–	﹤0.01%	698
2023 Q2	$5.22K	Hold	24	–	–	﹤0.01%	698
2023 Q1	$4.86K	Hold	24	–	–	﹤0.01%	675
2022 Q4	$5.19K	Buy	+24	New	+$5.61K	﹤0.01%	755
2022 Q3	–	Sell	-24	Closed	-$4K	–	706
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	875
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	970
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	997
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	632
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	827
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	764
2020 Q4	$3K	Buy	+24	New	+$2.16K	﹤0.01%	475

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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