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InceptionR’s LPL Financial LPLA Stock Holding History

InceptionR’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
-2,555
Closed -$850K – 763
2025
Q3 		$850K Sell
2,555
-1,058
-29% -$384K 0.21% 169
2025
Q2 		$1.35M Buy
+3,613
New +$1.27M 0.31% 84
2024
Q2 		– Sell
-3,221
Closed -$851K – 744
2024
Q1 		$851K Buy
+3,221
New +$813K 0.22% 171
2023
Q4 		– Sell
-2,719
Closed -$646K – 461
2023
Q3 		$646K Buy
+2,719
New +$631K 0.37% 80
2023
Q2 		– Sell
-1,931
Closed -$391K – 541
2023
Q1 		$391K Buy
+1,931
New +$441K 0.13% 304

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

InceptionR's LPLA Position: Q4 2025 in Review

InceptionR sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 2,555 shares — an estimated $850K sold.

InceptionR first reported a position in LPLA in Q1 2023 and held it in 5 quarters. The position peaked at $1.35M in Q2 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • InceptionR reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 2,555 LPL Financial shares in Q4 2025, an estimated $850K.
  • InceptionR first reported a position in LPL Financial in Q1 2023 and held it in 5 quarters.
  • InceptionR's LPL Financial position peaked at $1.35M in Q2 2025.
  • 827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.