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Empowered Funds’s LPL Financial LPLA Stock Holding History

Empowered Funds’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 		$7.32M Buy
24,339
+5,985
+33% +$2.01M 0.05% 498
2025
Q4 		$6.56M Sell
18,354
-20,099
-52% -$7.11M 0.11% 205
2025
Q3 		$12.8M Buy
38,453
+21,084
+121% +$7.64M 0.13% 164
2025
Q2 		$6.51M Buy
17,369
+5,876
+51% +$2.06M 0.07% 362
2025
Q1 		$3.76M Sell
11,493
-622
-5% -$217K 0.05% 476
2024
Q4 		$3.96M Sell
12,115
-2,170
-15% -$642K 0.06% 450
2024
Q3 		$3.32M Buy
14,285
+4,702
+49% +$1.06M 0.05% 496
2024
Q2 		$2.68M Buy
9,583
+4,794
+100% +$1.3M 0.05% 510
2024
Q1 		$1.27M Buy
4,789
+3,837
+403% +$968K 0.02% 774
2023
Q4 		$217K Buy
+952
New +$214K 0.01% 1191
2023
Q1 		– Hold
0
– – – 639
2022
Q4 		– Sell
-14,122
Closed -$3.3M – 565
2022
Q3 		$3.08M Buy
+14,122
New +$3M 0.3% 92

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
VPM
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
VCM
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
SC
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