Congress Wealth Management’s LPL Financial LPLA Stock Holding History

Congress Wealth 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 Q2	$420K	Buy	+1,121	New	+$393K	﹤0.01%	975
2022 Q4	–	Sell	-8,487	Closed	-$1.85M	–	572
2022 Q3	$1.85M	Buy	8,487 +605	+8%	+$129K	0.05%	279
2022 Q2	$1.46M	Buy	7,882 +395	+5%	+$75K	0.04%	303
2022 Q1	$1.37M	Buy	7,487 +493	+7%	+$85.9K	0.03%	319
2021 Q4	$1.12M	Buy	+6,994	New	+$1.15M	0.02%	362

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Congress Wealth Management's LPLA Position: Q2 2025 in Review

Congress Wealth Management opened a new position in LPL Financial (LPLA) in Q2 2025: 1,121 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in LPLA as recently as Q3 2022.

Congress Wealth Management first reported a position in LPLA in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.85M in Q3 2022. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Congress Wealth Management held 1,121 shares of LPL Financial worth $420K as of Q2 2025.
LPL Financial was a new Congress Wealth Management position in Q2 2025.
LPL Financial made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #975 holding.
Congress Wealth Management first reported a position in LPL Financial in Q4 2021 and has held it in 5 quarters since.
Congress Wealth Management's LPL Financial position peaked at $1.85M in Q3 2022.
801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.