Eagle Bay Advisors’s LPL Financial LPLA Stock Holding History

Eagle Bay Advisors’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	–	Sell	-557	Closed	-$199K	–	206
2025 Q4	$199K	Buy	+557	New	+$197K	0.15%	116
2025 Q3	–	Sell	-622	Closed	-$233K	–	121
2025 Q2	$233K	Sell	622 -2	-0.3%	-$701	0.19%	95
2025 Q1	$204K	Buy	624 +13	+2%	+$4.53K	0.17%	108
2024 Q4	$200K	Sell	611 -73	-11%	-$21.6K	0.13%	112
2024 Q3	$159K	Sell	684 -70	-9%	-$15.8K	0.06%	206
2024 Q2	$211K	Sell	754 -36	-5%	-$9.77K	0.13%	115
2024 Q1	$209K	Sell	790 -228	-22%	-$57.5K	0.13%	124
2023 Q4	$232K	Buy	1,018 +123	+14%	+$27.6K	0.15%	118
2023 Q3	$213K	Buy	895 +345	+63%	+$80.1K	0.1%	140
2023 Q2	$120K	Sell	550 -69	-11%	-$13.8K	0.07%	180
2023 Q1	$125K	Buy	619 +71	+13%	+$16.2K	0.07%	191
2022 Q4	$118K	Sell	548 -29	-5%	-$6.78K	0.07%	199
2022 Q3	$126K	Sell	577 -216	-27%	-$45.9K	0.08%	171
2022 Q2	$146K	Buy	793 +558	+237%	+$106K	0.09%	146
2022 Q1	$43K	Buy	235 +226	+2,511%	+$39.4K	0.04%	155
2021 Q4	$1K	Buy	+9	New	+$1.49K	﹤0.01%	1021

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