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Corebridge Financial’s LPL Financial LPLA Stock Holding History

Corebridge Financial’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
-1,322
Closed -$432K – 1552
2025
Q1 		$432K Sell
1,322
-51
-4% -$17.8K ﹤0.01% 1675
2024
Q4 		$448K Sell
1,373
-57
-4% -$16.9K ﹤0.01% 1750
2024
Q3 		$333K Sell
1,430
-51
-3% -$11.5K ﹤0.01% 1939
2024
Q2 		$414K Buy
+1,481
New +$402K ﹤0.01% 1795

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

Corebridge Financial's LPLA Position: Q2 2025 in Review

Corebridge Financial sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,322 shares — an estimated $432K sold.

Corebridge Financial first reported a position in LPLA in Q2 2024 and held it in 4 quarters. The position peaked at $448K in Q4 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Corebridge Financial reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 1,322 LPL Financial shares in Q2 2025, an estimated $432K.
  • Corebridge Financial first reported a position in LPL Financial in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's LPL Financial position peaked at $448K in Q4 2024.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.