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First County Bank’s LPL Financial LPLA Stock Holding History

First County Bank’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
Q1 		– Sell
-756
Closed -$247K – 170
2024
Q4 		$247K Sell
756
-318
-30% -$94K 0.14% 136
2024
Q3 		$250K Sell
1,074
-148
-12% -$33.3K 0.12% 144
2024
Q2 		$341K Sell
1,222
-88
-7% -$23.9K 0.18% 119
2024
Q1 		$346K Sell
1,310
-69
-5% -$17.4K 0.17% 124
2023
Q4 		$314K Sell
1,379
-65
-5% -$14.6K 0.15% 135
2023
Q3 		$343K Sell
1,444
-165
-10% -$38.3K 0.18% 123
2023
Q2 		$350K Sell
1,609
-436
-21% -$87.3K 0.17% 130
2023
Q1 		$414K Sell
2,045
-66
-3% -$15.1K 0.2% 128
2022
Q4 		$456K Buy
+2,111
New +$493K 0.22% 112

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First County Bank's LPLA Position: Q1 2025 in Review

First County Bank sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 756 shares — an estimated $247K sold.

First County Bank first reported a position in LPLA in Q4 2022 and held it in 9 quarters. The position peaked at $456K in Q4 2022. 790 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • First County Bank reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • First County Bank sold 756 LPL Financial shares in Q1 2025, an estimated $247K.
  • First County Bank first reported a position in LPL Financial in Q4 2022 and held it in 9 quarters.
  • First County Bank's LPL Financial position peaked at $456K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on First County Bank's 13F filing for Q1 2025, filed 7 Apr 2025.