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High Note Wealth’s LPL Financial LPLA Stock Holding History

High Note Wealth’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
-34
Closed -$11.3K – 959
2025
Q3 		$11.3K Hold
34
– – ﹤0.01% 302
2025
Q2 		$12.7K Hold
34
– – ﹤0.01% 278
2025
Q1 		$11.1K Hold
34
– – ﹤0.01% 281
2024
Q4 		$11.1K Buy
+34
New +$10.1K ﹤0.01% 284

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Note Wealth's LPLA Position: Q4 2025 in Review

High Note Wealth sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 34 shares — an estimated $11.3K sold.

High Note Wealth first reported a position in LPLA in Q4 2024 and held it in 4 quarters. The position peaked at $12.7K in Q2 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • High Note Wealth reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • High Note Wealth sold 34 LPL Financial shares in Q4 2025, an estimated $11.3K.
  • High Note Wealth first reported a position in LPL Financial in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's LPL Financial position peaked at $12.7K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.