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J. Safra Asset Management’s LPL Financial LPLA Stock Holding History

J. Safra Asset Management’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
Q3 		– Sell
-1,408
Closed -$528K – 489
2025
Q2 		$528K Buy
1,408
+174
+14% +$61K 0.04% 92
2025
Q1 		$404K Buy
1,234
+600
+95% +$209K 0.03% 83
2024
Q4 		$207K Buy
634
+261
+70% +$77.2K 0.02% 122
2024
Q3 		$86.1K Buy
373
+151
+68% +$34K 0.01% 125
2024
Q2 		$62K Buy
222
+191
+616% +$51.8K 0.01% 126
2024
Q1 		$8.19K Buy
+31
New +$7.83K ﹤0.01% 139

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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

J. Safra Asset Management's LPLA Position: Q3 2025 in Review

J. Safra Asset Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,408 shares — an estimated $528K sold.

J. Safra Asset Management first reported a position in LPLA in Q1 2024 and held it in 6 quarters. The position peaked at $528K in Q2 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • J. Safra Asset Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 1,408 LPL Financial shares in Q3 2025, an estimated $528K.
  • J. Safra Asset Management first reported a position in LPL Financial in Q1 2024 and held it in 6 quarters.
  • J. Safra Asset Management's LPL Financial position peaked at $528K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.