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Cynosure Group’s LPL Financial LPLA Stock Holding History

Cynosure Group’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
-1,257
Closed -$418K – 475
2025
Q3 		$418K Hold
1,257
– – 0.05% 263
2025
Q2 		$471K Buy
1,257
+252
+25% +$88.3K 0.05% 185
2025
Q1 		$329K Buy
1,005
+120
+14% +$41.8K 0.05% 305
2024
Q4 		$289K Sell
885
-839
-49% -$248K 0.04% 302
2024
Q3 		$401K Buy
1,724
+385
+29% +$86.8K 0.06% 204
2024
Q2 		$374K Buy
1,339
+175
+15% +$47.5K 0.06% 275
2024
Q1 		$308K Buy
+1,164
New +$294K 0.06% 284

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

Cynosure Group's LPLA Position: Q4 2025 in Review

Cynosure Group sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,257 shares — an estimated $418K sold.

Cynosure Group first reported a position in LPLA in Q1 2024 and held it in 7 quarters. The position peaked at $471K in Q2 2025. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Cynosure Group reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 1,257 LPL Financial shares in Q4 2025, an estimated $418K.
  • Cynosure Group first reported a position in LPL Financial in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's LPL Financial position peaked at $471K in Q2 2025.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.