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Freestone Grove Partners’s LPL Financial LPLA Stock Holding History

Freestone Grove Partners’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
Q3 		– Sell
-53,517
Closed -$20.1M – 818
2025
Q2 		$20.1M Buy
+53,517
New +$18.7M 0.15% 194

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Kayne Anderson Rudnick Investment Management
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Freestone Grove Partners's LPLA Position: Q3 2025 in Review

Freestone Grove Partners sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 53,517 shares — an estimated $20.1M sold.

Freestone Grove Partners first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $20.1M in Q2 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Freestone Grove Partners reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 53,517 LPL Financial shares in Q3 2025, an estimated $20.1M.
  • Freestone Grove Partners first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
  • Freestone Grove Partners's LPL Financial position peaked at $20.1M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.