Essential Partners’s LPL Financial LPLA Stock Holding History

Essential Partners’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	–	Sell	-12	Closed	-$4.5K	–	2738
2025 Q2	$4.5K	Buy	+12	New	+$4.2K	﹤0.01%	1082

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Essential Partners's LPLA Position: Q3 2025 in Review

Essential Partners sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 12 shares — an estimated $4.5K sold.

Essential Partners first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $4.5K in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Essential Partners reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 12 LPL Financial shares in Q3 2025, an estimated $4.5K.
Essential Partners first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
Essential Partners's LPL Financial position peaked at $4.5K in Q2 2025.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.