Gillson Capital’s LPL Financial LPLA Stock Holding History

Gillson 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
2026 Q1	$6.62M	Buy	+22,000	New	+$7.38M	0.54%	52
2025 Q2	–	Sell	-12,500	Closed	-$4.09M	–	92
2025 Q1	$4.09M	Buy	+12,500	New	+$4.35M	0.35%	58
2023 Q2	–	Sell	-59,670	Closed	-$12.1M	–	105
2023 Q1	$12.1M	Buy	+59,670	New	+$13.6M	1%	36
2022 Q3	–	Sell	-10,890	Closed	-$2.01M	–	171
2022 Q2	$2.01M	Buy	+10,890	New	+$2.07M	0.19%	84
2022 Q1	–	Sell	-12,544	Closed	-$2.01M	–	248
2021 Q4	$2.01M	Sell	12,544 -48,540	-79%	-$8.01M	0.13%	114
2021 Q3	$9.58M	Buy	+61,084	New	+$8.77M	0.7%	47
2021 Q1	–	Sell	-69,267	Closed	-$7.22M	–	223
2020 Q4	$7.22M	Buy	+69,267	New	+$6.22M	0.79%	51
2020 Q3	–	Sell	-196,728	Closed	-$15.4M	–	89
2020 Q2	$15.4M	Sell	196,728 -45,975	-19%	-$3.07M	2.77%	6
2020 Q1	$13.2M	Buy	242,703 +159,960	+193%	+$12.9M	2.24%	17
2019 Q4	$7.63M	Buy	82,743 +15,452	+23%	+$1.33M	0.66%	46
2019 Q3	$5.51M	Buy	+67,291	New	+$5.39M	0.51%	56

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