CVA Family Office’s LPL Financial LPLA Stock Holding History

CVA Family Office’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	$42.4K	Buy	141 +80	+131%	+$26.8K	﹤0.01%	634
2025 Q4	$21.8K	Hold	61	–	–	﹤0.01%	681
2025 Q3	$20.3K	Hold	61	–	–	﹤0.01%	691
2025 Q2	$22.9K	Buy	61 +20	+49%	+$7.01K	﹤0.01%	665
2025 Q1	$13.4K	Buy	41 +8	+24%	+$2.79K	﹤0.01%	752
2024 Q4	$10.8K	Buy	33 +4	+14%	+$1.18K	﹤0.01%	781
2024 Q3	$6.75K	Hold	29	–	–	﹤0.01%	811
2024 Q2	$8.1K	Buy	29 +4	+16%	+$1.09K	﹤0.01%	768
2024 Q1	$6.61K	Hold	25	–	–	﹤0.01%	810
2023 Q4	$5.69K	Buy	+25	New	+$5.62K	﹤0.01%	808
2023 Q3	–	Sell	-55	Closed	-$12K	–	642
2023 Q2	$12K	Buy	55 +30	+120%	+$6.01K	﹤0.01%	697
2023 Q1	$5.06K	Hold	25	–	–	﹤0.01%	772
2022 Q4	$5.4K	Sell	25 -5	-17%	-$1.17K	﹤0.01%	732
2022 Q3	$7K	Hold	30	–	–	﹤0.01%	676
2022 Q2	$6K	Buy	30 +5	+20%	+$950	﹤0.01%	721
2022 Q1	$5K	Buy	25 +10	+67%	+$1.74K	﹤0.01%	774
2021 Q4	$2K	Buy	+15	New	+$2.48K	﹤0.01%	841

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