Group One Trading
LPLA icon

Group One Trading’s LPL Financial LPLA Stock Holding History

Group One Trading’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
Q1 		– Sell
-1,200
Closed -$392K – 8038
2024
Q4 		$392K Sell
1,200
-1,000
-45% -$296K ﹤0.01% 3374
2024
Q3 		$512K Buy
2,200
+2,100
+2,100% +$473K ﹤0.01% 2847
2024
Q2 		$27.9K Hold
100
– – ﹤0.01% 4975
2024
Q1 		$26.4K Sell
100
-500
-83% -$126K ﹤0.01% 5222
2023
Q4 		$137K Buy
600
+500
+500% +$112K ﹤0.01% 4207
2023
Q3 		$23.8K Sell
100
-100
-50% -$23.2K ﹤0.01% 5752
2023
Q2 		$43.5K Sell
200
-12,500
-98% -$2.5M ﹤0.01% 5386
2023
Q1 		$2.57M Buy
+12,700
New +$2.9M 0.01% 1329
2022
Q3 		– Sell
-5,000
Closed -$922K – 7913
2022
Q2 		$922K Buy
5,000
+400
+9% +$76K ﹤0.01% 2836
2022
Q1 		$840K Buy
+4,600
New +$801K ﹤0.01% 3267
2020
Q3 		– Sell
-11,500
Closed -$902K – 6351
2020
Q2 		$902K Buy
11,500
+7,500
+188% +$501K ﹤0.01% 2123
2020
Q1 		$218K Buy
4,000
+3,500
+700% +$282K ﹤0.01% 2678
2019
Q4 		$46K Sell
500
-1,500
-75% -$129K ﹤0.01% 4042
2019
Q3 		$164K Buy
+2,000
New +$160K ﹤0.01% 3227
2019
Q1 		– Sell
-1,000
Closed -$61K – 5106
2018
Q4 		$61K Buy
+1,000
New +$61K ﹤0.01% 3447
2018
Q3 		– Sell
-100
Closed -$7K – 5414
2018
Q2 		$7K Buy
+100
New +$6.57K ﹤0.01% 4723
2017
Q4 		– Sell
-2,500
Closed -$129K – 5044
2017
Q3 		$129K Hold
2,500
– – ﹤0.01% 3055
2017
Q2 		$106K Hold
2,500
– – ﹤0.01% 3069
2017
Q1 		$100K Buy
2,500
+400
+19% +$15.7K ﹤0.01% 2980
2016
Q4 		$74K Hold
2,100
– – ﹤0.01% 3015
2016
Q3 		$63K Buy
+2,100
New +$56.8K ﹤0.01% 3208

Other funds holding LPLA

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
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
VPM
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
VCM
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Group One Trading's LPLA Position: Q4 2025 in Review

Group One Trading sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 17 shares — an estimated $6.01K sold.

Group One Trading first reported a position in LPLA in Q1 2014 and held it in 22 quarters. The position peaked at $800K in Q1 2022. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Group One Trading reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Group One Trading sold 17 LPL Financial shares in Q4 2025, an estimated $6.01K.
  • Group One Trading first reported a position in LPL Financial in Q1 2014 and held it in 22 quarters.
  • Group One Trading's LPL Financial position peaked at $800K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Group One Trading's 13F filing for Q4 2025, filed 12 Feb 2026.