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Grey Fox Wealth Advisors’s LPL Financial LPLA Stock Holding History

Grey Fox Wealth Advisors’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
Q4 		– Sell
-57
Closed -$19K – 406
2025
Q3 		$19K Buy
+57
New +$20.7K ﹤0.01% 342
2023
Q2 		– Sell
-17
Closed -$3.45K – 336
2023
Q1 		$3.45K Hold
17
– – ﹤0.01% 377
2022
Q4 		$3.67K Buy
+17
New +$3.97K ﹤0.01% 328

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Grey Fox Wealth Advisors's LPLA Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 57 shares — an estimated $19K sold.

Grey Fox Wealth Advisors first reported a position in LPLA in Q4 2022 and held it in 3 quarters. The position peaked at $19K in Q3 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 57 LPL Financial shares in Q4 2025, an estimated $19K.
  • Grey Fox Wealth Advisors first reported a position in LPL Financial in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's LPL Financial position peaked at $19K in Q3 2025.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.