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Ellevest Inc’s LPL Financial LPLA Stock Holding History

Ellevest Inc’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
-667
Closed -$222K – 444
2025
Q3 		$222K Sell
667
-239
-26% -$86.6K 0.03% 396
2025
Q2 		$340K Buy
+906
New +$317K 0.05% 279
2023
Q2 		– Sell
-340
Closed -$68.8K – 1067
2023
Q1 		$68.8K Buy
340
+32
+10% +$7.32K 0.01% 526
2022
Q4 		$66.6K Buy
308
+85
+38% +$19.9K 0.01% 537
2022
Q3 		$49K Sell
223
-203
-48% -$43.2K ﹤0.01% 587
2022
Q2 		$79K Buy
426
+412
+2,943% +$78.2K 0.01% 463
2022
Q1 		$3K Sell
14
-84
-86% -$14.6K ﹤0.01% 1137
2021
Q4 		$16K Buy
98
+80
+444% +$13.2K ﹤0.01% 764
2021
Q3 		$3K Sell
18
-1
-5% -$144 ﹤0.01% 1067
2021
Q2 		$3K Sell
19
-27
-59% -$3.93K ﹤0.01% 974
2021
Q1 		$7K Buy
46
+40
+667% +$5.1K ﹤0.01% 841
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1078
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1235
2020
Q2 		$0 Sell
6
-5
-45% -$334 ﹤0.01% 1242
2020
Q1 		$1K Hold
11
– – ﹤0.01% 919
2019
Q4 		$1K Buy
+11
New +$944 ﹤0.01% 811

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ellevest Inc's LPLA Position: Q4 2025 in Review

Ellevest Inc sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 667 shares — an estimated $222K sold.

Ellevest Inc first reported a position in LPLA in Q4 2019 and held it in 16 quarters. The position peaked at $340K in Q2 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Ellevest Inc reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Ellevest Inc sold 667 LPL Financial shares in Q4 2025, an estimated $222K.
  • Ellevest Inc first reported a position in LPL Financial in Q4 2019 and held it in 16 quarters.
  • Ellevest Inc's LPL Financial position peaked at $340K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Ellevest Inc's 13F filing for Q4 2025, filed 10 Feb 2026.