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Cookson Peirce & Co’s LPL Financial LPLA Stock Holding History

Cookson Peirce & Co’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
Q4 		– Sell
-53,843
Closed -$17.9M – 342
2025
Q3 		$17.9M Sell
53,843
-1,121
-2% -$406K 0.73% 44
2025
Q2 		$20.6M Buy
54,964
+51,321
+1,409% +$18M 0.91% 32
2025
Q1 		$1.19M Buy
+3,643
New +$1.27M 0.06% 119
2023
Q2 		– Sell
-88,370
Closed -$17.9M – 243
2023
Q1 		$17.9M Sell
88,370
-74,218
-46% -$17M 1.15% 32
2022
Q4 		$35.1M Buy
162,588
+975
+0.6% +$228K 2.29% 9
2022
Q3 		$35.3M Buy
161,613
+1,927
+1% +$410K 2.49% 6
2022
Q2 		$29.5M Buy
159,686
+9,050
+6% +$1.72M 2.03% 11
2022
Q1 		$27.5M Buy
150,636
+2,698
+2% +$470K 1.61% 16
2021
Q4 		$23.7M Buy
147,938
+1,461
+1% +$241K 1.32% 26
2021
Q3 		$23M Buy
146,477
+3,532
+2% +$507K 1.4% 23
2021
Q2 		$19.3M Buy
142,945
+3,186
+2% +$463K 1.2% 27
2021
Q1 		$19.9M Buy
+139,759
New +$17.8M 1.3% 28

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cookson Peirce & Co's LPLA Position: Q4 2025 in Review

Cookson Peirce & Co sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 53,843 shares — an estimated $17.9M sold.

Cookson Peirce & Co first reported a position in LPLA in Q1 2021 and held it in 12 quarters. The position peaked at $35.3M in Q3 2022. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Cookson Peirce & Co reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 53,843 LPL Financial shares in Q4 2025, an estimated $17.9M.
  • Cookson Peirce & Co first reported a position in LPL Financial in Q1 2021 and held it in 12 quarters.
  • Cookson Peirce & Co's LPL Financial position peaked at $35.3M in Q3 2022.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Cookson Peirce & Co's 13F filing for Q4 2025, filed 11 Feb 2026.