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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return