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Continuum Advisory’s LPL Financial LPLA Stock Holding History

Continuum Advisory’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 		– Sell
-4
Closed -$1.31K – 1084
2025
Q1 		$1.31K Hold
4
– – ﹤0.01% 1461
2024
Q4 		$1.31K Hold
4
– – ﹤0.01% 1559
2024
Q3 		$1.26K Buy
4
+1
+33% +$225 ﹤0.01% 1582
2024
Q2 		$838 Hold
3
– – ﹤0.01% 1505
2024
Q1 		$794 Buy
+3
New +$757 ﹤0.01% 1511

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Continuum Advisory's LPLA Position: Q2 2025 in Review

Continuum Advisory sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 4 shares — an estimated $1.31K sold.

Continuum Advisory first reported a position in LPLA in Q1 2024 and held it in 5 quarters. The position peaked at $1.31K in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Continuum Advisory reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 4 LPL Financial shares in Q2 2025, an estimated $1.31K.
  • Continuum Advisory first reported a position in LPL Financial in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's LPL Financial position peaked at $1.31K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.