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Flaharty Asset Management’s LPL Financial LPLA Stock Holding History

Flaharty Asset Management’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
-256
Closed -$83.7K – 325
2025
Q1 		$83.7K Buy
+256
New +$89.1K 0.01% 175
2024
Q4 		– Sell
-187
Closed -$43.5K – 289
2024
Q3 		$43.5K Buy
+187
New +$42.1K 0.01% 222
2023
Q4 		– Sell
-128
Closed -$30.4K – 300
2023
Q3 		$30.4K Buy
+128
New +$29.7K 0.01% 233

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

Flaharty Asset Management's LPLA Position: Q2 2025 in Review

Flaharty Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 256 shares — an estimated $83.7K sold.

Flaharty Asset Management first reported a position in LPLA in Q3 2023 and held it in 3 quarters. The position peaked at $83.7K in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Flaharty Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 256 LPL Financial shares in Q2 2025, an estimated $83.7K.
  • Flaharty Asset Management first reported a position in LPL Financial in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's LPL Financial position peaked at $83.7K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.