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FORA Capital’s LPL Financial LPLA Stock Holding History

FORA Capital’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
-5,283
Closed -$1.73M – 620
2025
Q1 		$1.73M Buy
+5,283
New +$1.84M 0.18% 175
2024
Q3 		– Sell
-5,675
Closed -$1.59M – 513
2024
Q2 		$1.59M Sell
5,675
-227
-4% -$61.6K 0.19% 169
2024
Q1 		$1.56M Sell
5,902
-1,014
-15% -$256K 0.13% 189
2023
Q4 		$1.57M Buy
+6,916
New +$1.55M 0.14% 194
2021
Q4 		– Sell
-2,710
Closed -$425K – 392
2021
Q3 		$425K Sell
2,710
-1,348
-33% -$194K 0.11% 228
2021
Q2 		$548K Buy
+4,058
New +$590K 0.1% 236
2021
Q1 		– Sell
-4,371
Closed -$456K – 953
2020
Q4 		$456K Buy
4,371
+2,288
+110% +$206K 0.07% 307
2020
Q3 		$160K Buy
+2,083
New +$165K 0.1% 214

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

FORA Capital's LPLA Position: Q2 2025 in Review

FORA Capital sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 5,283 shares — an estimated $1.73M sold.

FORA Capital first reported a position in LPLA in Q3 2020 and held it in 8 quarters. The position peaked at $1.73M in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • FORA Capital reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 5,283 LPL Financial shares in Q2 2025, an estimated $1.73M.
  • FORA Capital first reported a position in LPL Financial in Q3 2020 and held it in 8 quarters.
  • FORA Capital's LPL Financial position peaked at $1.73M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.