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Hexagon Capital Partners’s LPL Financial LPLA Stock Holding History

Hexagon Capital Partners’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
-225
Closed -$73.6K – 1010
2025
Q1 		$73.6K Sell
225
-16
-7% -$5.57K 0.01% 378
2024
Q4 		$78.7K Buy
+241
New +$71.3K 0.01% 377
2024
Q3 		– Sell
-9
Closed -$2.51K – 1609
2024
Q2 		$2.51K Hold
9
– – ﹤0.01% 1130
2024
Q1 		$2.38K Hold
9
– – ﹤0.01% 1128
2023
Q4 		$2.05K Hold
9
– – ﹤0.01% 1122
2023
Q3 		$2.14K Hold
9
– – ﹤0.01% 1057
2023
Q2 		$1.96K Buy
9
+8
+800% +$1.6K ﹤0.01% 1079
2023
Q1 		$202 Sell
1
-4
-80% -$914 ﹤0.01% 1354
2022
Q4 		$1.08K Buy
+5
New +$1.17K ﹤0.01% 1196

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 $3.38T AUM 44.17% 1-Year Est. Return

Hexagon Capital Partners's LPLA Position: Q2 2025 in Review

Hexagon Capital Partners sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 225 shares — an estimated $73.6K sold.

Hexagon Capital Partners first reported a position in LPLA in Q4 2022 and held it in 9 quarters. The position peaked at $78.7K in Q4 2024. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Hexagon Capital Partners reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 225 LPL Financial shares in Q2 2025, an estimated $73.6K.
  • Hexagon Capital Partners first reported a position in LPL Financial in Q4 2022 and held it in 9 quarters.
  • Hexagon Capital Partners's LPL Financial position peaked at $78.7K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.