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First Horizon Advisors’s LPL Financial LPLA Stock Holding History

First Horizon Advisors’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 		$199K Buy
531
+109
+26% +$38.2K 0.01% 523
2025
Q1 		$138K Sell
422
-10
-2% -$3.48K ﹤0.01% 593
2024
Q4 		$141K Buy
432
+47
+12% +$13.9K ﹤0.01% 604
2024
Q3 		$89.6K Buy
385
+94
+32% +$21.2K ﹤0.01% 764
2024
Q2 		$81.3K Sell
291
-77
-21% -$20.9K ﹤0.01% 742
2024
Q1 		$97.2K Sell
368
-43
-10% -$10.9K ﹤0.01% 701
2023
Q4 		$93.6K Sell
411
-85
-17% -$19.1K ﹤0.01% 685
2023
Q3 		$118K Buy
496
+55
+12% +$12.8K ﹤0.01% 579
2023
Q2 		$95.9K Sell
441
-106
-19% -$21.2K ﹤0.01% 663
2023
Q1 		$111K Sell
547
-335
-38% -$76.6K ﹤0.01% 615
2022
Q4 		$191K Buy
882
+362
+70% +$84.6K 0.01% 462
2022
Q3 		$113K Sell
520
-71
-12% -$15.1K ﹤0.01% 571
2022
Q2 		$108K Buy
591
+414
+234% +$78.6K ﹤0.01% 639
2022
Q1 		$32K Sell
177
-38
-18% -$6.62K ﹤0.01% 763
2021
Q4 		$33K Sell
215
-5
-2% -$825 ﹤0.01% 1098
2021
Q3 		$34K Buy
220
+80
+57% +$11.5K ﹤0.01% 1061
2021
Q2 		$18K Sell
140
-9
-6% -$1.31K ﹤0.01% 1145
2021
Q1 		$21K Buy
149
+46
+45% +$5.87K ﹤0.01% 1057
2020
Q4 		$10K Buy
103
+49
+91% +$4.4K ﹤0.01% 1074
2020
Q3 		$4K Buy
+54
New +$4.29K ﹤0.01% 1208

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Horizon Advisors's LPLA Position: Q2 2025 in Review

First Horizon Advisors increased its LPL Financial (LPLA) stake by 26% in Q2 2025, buying an estimated $38.2K and bringing the position to 531 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #523.

First Horizon Advisors first reported a position in LPLA in Q3 2020 and has held it in 20 quarters since. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • First Horizon Advisors held 531 shares of LPL Financial worth $199K as of Q2 2025.
  • First Horizon Advisors bought 109 LPL Financial shares in Q2 2025, an estimated $38.2K.
  • LPL Financial made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #523 holding.
  • First Horizon Advisors first reported a position in LPL Financial in Q3 2020 and has held it in 20 quarters since.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.