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Graham Capital Management’s LPL Financial LPLA Stock Holding History

Graham Capital Management’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
2024
Q4 		– Sell
-3,946
Closed -$918K – 1373
2024
Q3 		$918K Buy
+3,946
New +$889K 0.02% 487
2023
Q2 		– Sell
-1,345
Closed -$272K – 1155
2023
Q1 		$272K Sell
1,345
-10,730
-89% -$2.45M 0.01% 902
2022
Q4 		$2.61M Buy
12,075
+10,972
+995% +$2.56M 0.08% 183
2022
Q3 		$240K Buy
+1,103
New +$235K 0.01% 961

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Graham Capital Management's LPLA Position: Q4 2024 in Review

Graham Capital Management sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 3,946 shares — an estimated $918K sold.

Graham Capital Management first reported a position in LPLA in Q3 2022 and held it in 4 quarters. The position peaked at $2.61M in Q4 2022. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Graham Capital Management reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Graham Capital Management sold 3,946 LPL Financial shares in Q4 2024, an estimated $918K.
  • Graham Capital Management first reported a position in LPL Financial in Q3 2022 and held it in 4 quarters.
  • Graham Capital Management's LPL Financial position peaked at $2.61M in Q4 2022.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Graham Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.