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IEQ Capital’s LPL Financial LPLA Stock Holding History

IEQ Capital’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
-696
Closed -$231K – 1937
2025
Q3 		$231K Sell
696
-50
-7% -$18.1K ﹤0.01% 1627
2025
Q2 		$280K Sell
746
-2,980
-80% -$1.04M ﹤0.01% 1435
2025
Q1 		$1.22M Buy
3,726
+1,205
+48% +$420K 0.01% 703
2024
Q4 		$823K Buy
2,521
+329
+15% +$97.3K 0.01% 717
2024
Q3 		$510K Buy
2,192
+408
+23% +$91.9K 0.01% 744
2024
Q2 		$498K Sell
1,784
-14
-0.8% -$3.8K 0.01% 651
2024
Q1 		$475K Sell
1,798
-22
-1% -$5.55K 0.01% 633
2023
Q4 		$414K Buy
1,820
+95
+6% +$21.4K 0.01% 633
2023
Q3 		$410K Buy
1,725
+270
+19% +$62.7K 0.01% 629
2023
Q2 		$316K Sell
1,455
-468
-24% -$93.7K 0.01% 660
2023
Q1 		$389K Sell
1,923
-136
-7% -$31.1K 0.01% 646
2022
Q4 		$445K Sell
2,059
-16
-0.8% -$3.74K 0.01% 545
2022
Q3 		$453K Buy
2,075
+375
+22% +$79.8K 0.01% 554
2022
Q2 		$314K Buy
1,700
+464
+38% +$88.1K 0.01% 592
2022
Q1 		$226K Buy
+1,236
New +$215K 0.01% 725

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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