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Global Financial Private Client’s LPL Financial LPLA Stock Holding History

Global Financial Private Client’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
-49
Closed -$16K – 999
2025
Q1 		$16K Buy
49
+7
+17% +$2.44K 0.01% 486
2024
Q4 		$13.7K Buy
42
+4
+11% +$1.18K 0.01% 491
2024
Q3 		$8.84K Buy
+38
New +$8.56K ﹤0.01% 575

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 $3.37T AUM 44.26% 1-Year Est. Return

Global Financial Private Client's LPLA Position: Q2 2025 in Review

Global Financial Private Client sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 49 shares — an estimated $16K sold.

Global Financial Private Client first reported a position in LPLA in Q3 2024 and held it in 3 quarters. The position peaked at $16K in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Global Financial Private Client reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 49 LPL Financial shares in Q2 2025, an estimated $16K.
  • Global Financial Private Client first reported a position in LPL Financial in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's LPL Financial position peaked at $16K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.