EFG Asset Management’s LPL Financial LPLA Stock Holding History

EFG Asset Management’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 Q3	$2.21M	Buy	6,642 +721	+12%	+$261K	0.29%	137
2025 Q2	$2.22M	Buy	5,921 +2,896	+96%	+$1.01M	0.31%	134
2025 Q1	$990K	Buy	+3,025	New	+$1.05M	0.16%	170
2024 Q1	–	Sell	-15,304	Closed	-$3.48M	–	194
2023 Q4	$3.48M	Sell	15,304 -6,667	-30%	-$1.5M	0.66%	54
2023 Q3	$5.22M	Sell	21,971 -1,295	-6%	-$301K	1.24%	16
2023 Q2	$5.06M	Buy	23,266 +605	+3%	+$121K	1.09%	20
2023 Q1	$4.59M	Buy	22,661 +4,209	+23%	+$962K	1.01%	32
2022 Q4	$3.96M	Buy	18,452 +1,726	+10%	+$403K	0.89%	36
2022 Q3	$3.65M	Buy	+16,726	New	+$3.56M	0.84%	42

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EFG Asset Management's LPLA Position: Q3 2025 in Review

EFG Asset Management increased its LPL Financial (LPLA) stake by 12% in Q3 2025, buying an estimated $261K and bringing the position to 6,642 shares worth $2.21M. The position accounts for 0.29% of the portfolio, ranked #137.

EFG Asset Management first reported a position in LPLA in Q3 2022 and has held it in 9 quarters since. The position peaked at $5.22M in Q3 2023. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

EFG Asset Management held 6,642 shares of LPL Financial worth $2.21M as of Q3 2025.
EFG Asset Management bought 721 LPL Financial shares in Q3 2025, an estimated $261K.
LPL Financial made up 0.29% of EFG Asset Management's portfolio in Q3 2025, its #137 holding.
EFG Asset Management first reported a position in LPL Financial in Q3 2022 and has held it in 9 quarters since.
EFG Asset Management's LPL Financial position peaked at $5.22M in Q3 2023.
757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.