Future Fund LLC’s LPL Financial LPLA Stock Holding History

Future Fund LLC’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
2026 Q1	$1.57M	Sell	5,210 -131	-2%	-$44K	0.55%	81
2025 Q4	$1.91M	Sell	5,341 -258	-5%	-$91.3K	0.6%	55
2025 Q3	$1.86M	Buy	5,599 +595	+12%	+$216K	0.66%	42
2025 Q2	$1.88M	Buy	5,004 +353	+8%	+$124K	0.84%	27
2025 Q1	$1.52M	Sell	4,651 -539	-10%	-$188K	1.96%	12
2024 Q4	$1.69M	Hold	5,190	–	–	4.84%	4
2024 Q3	$1.46M	Buy	5,190 +898	+21%	+$202K	4.21%	6
2024 Q2	$1.21M	Buy	4,292 +2,900	+208%	+$787K	3.04%	11
2024 Q1	$368K	Buy	1,392 +138	+11%	+$34.8K	2.98%	17
2023 Q4	$285K	Sell	1,254 -200	-14%	-$45K	0.79%	24
2023 Q3	$346K	Sell	1,454 -155	-10%	-$36K	0.96%	10
2023 Q2	$350K	Buy	1,609 +295	+22%	+$59.1K	3.33%	15
2023 Q1	$266K	Sell	1,314 -135	-9%	-$30.9K	0.87%	11
2022 Q4	$313K	Buy	1,449 +51	+4%	+$11.9K	1.07%	11
2022 Q3	$305K	Sell	1,398 -52	-4%	-$11.1K	0.61%	8
2022 Q2	$267K	Sell	1,450 -102	-7%	-$19.4K	0.61%	12
2022 Q1	$284K	Sell	1,552 -758	-33%	-$132K	0.34%	24
2021 Q4	$370K	Buy	+2,310	New	+$381K	0.37%	27

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return