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Estate Counselors’s LPL Financial LPLA Stock Holding History

Estate Counselors’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
Q2 		– Sell
-12,430
Closed -$4.07M – 108
2025
Q1 		$4.07M Buy
+12,430
New +$4.33M 0.42% 32
2023
Q4 		– Sell
-5,310
Closed -$1.26M – 128
2023
Q3 		$1.26M Buy
5,310
+20
+0.4% +$4.64K 0.17% 80
2023
Q2 		$1.15M Hold
5,290
– – 0.15% 101
2023
Q1 		$1.07M Buy
+5,290
New +$1.21M 0.14% 98

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Estate Counselors's LPLA Position: Q2 2025 in Review

Estate Counselors sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 12,430 shares — an estimated $4.07M sold.

Estate Counselors first reported a position in LPLA in Q1 2023 and held it in 4 quarters. The position peaked at $4.07M in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Estate Counselors reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Estate Counselors sold 12,430 LPL Financial shares in Q2 2025, an estimated $4.07M.
  • Estate Counselors first reported a position in LPL Financial in Q1 2023 and held it in 4 quarters.
  • Estate Counselors's LPL Financial position peaked at $4.07M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.