Jefferies Financial Group’s LPL Financial LPLA Stock Holding History

Jefferies Financial Group’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	-8,881	Closed	-$2.95M	–	1973
2025 Q3	$2.95M	Buy	8,881 +8,000	+908%	+$2.9M	0.01%	516
2025 Q2	$330K	Sell	881 -1,119	-56%	-$392K	﹤0.01%	1002
2025 Q1	$654K	Sell	2,000 -15,400	-89%	-$5.36M	0.01%	970
2024 Q4	$5.68M	Buy	17,400 +10,266	+144%	+$3.04M	0.03%	330
2024 Q3	$1.66M	Buy	7,134 +3,392	+91%	+$764K	0.01%	647
2024 Q2	$1.05M	Buy	+3,742	New	+$1.02M	0.01%	733
2023 Q4	–	Sell	-455	Closed	-$108K	–	1869
2023 Q3	$108K	Sell	455 -2,645	-85%	-$614K	﹤0.01%	1445
2023 Q2	$674K	Sell	3,100 -1,075	-26%	-$215K	0.01%	1070
2023 Q1	$845K	Sell	4,175 -1,110	-21%	-$254K	0.01%	950
2022 Q4	$1.14M	Buy	+5,285	New	+$1.24M	0.01%	826

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jefferies Financial Group's LPLA Position: Q4 2025 in Review

Jefferies Financial Group sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 8,881 shares — an estimated $2.95M sold.

Jefferies Financial Group first reported a position in LPLA in Q4 2022 and held it in 10 quarters. The position peaked at $5.68M in Q4 2024. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Jefferies Financial Group reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 8,881 LPL Financial shares in Q4 2025, an estimated $2.95M.
Jefferies Financial Group first reported a position in LPL Financial in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's LPL Financial position peaked at $5.68M in Q4 2024.
826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.