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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
2023
Q4 		– Sell
-20,000
Closed -$4.75M – 1868
2023
Q3 		$4.75M Buy
+20,000
New +$4.64M 0.04% 353

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

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.