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KB Financial Partners’s LPL Financial LPLA Stock Holding History

KB Financial Partners’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
Q3 		$902K Buy
3,796
+6
+0.2% +$1.39K 0.26% 43
2023
Q2 		$824K Sell
3,790
-10
-0.3% -$2K 0.23% 49
2023
Q1 		$769K Buy
3,800
+25
+0.7% +$5.71K 0.23% 48
2022
Q4 		$816K Sell
3,775
-10
-0.3% -$2.34K 0.28% 44
2022
Q3 		$827K Buy
3,785
+458
+14% +$97.4K 0.3% 31
2022
Q2 		$614K Sell
3,327
-79
-2% -$15K 0.21% 45
2022
Q1 		$622K Buy
3,406
+322
+10% +$56.1K 0.17% 51
2021
Q4 		$494K Sell
3,084
-897
-23% -$148K 0.14% 77
2021
Q3 		$624K Buy
3,981
+685
+21% +$98.4K 0.23% 42
2021
Q2 		$445K Buy
3,296
+767
+30% +$112K 0.17% 62
2021
Q1 		$360K Buy
+2,529
New +$323K 0.15% 66

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KB Financial Partners's LPLA Position: Q3 2023 in Review

KB Financial Partners increased its LPL Financial (LPLA) stake by 0.16% in Q3 2023, buying an estimated $1.39K and bringing the position to 3,796 shares worth $902K. The position accounts for 0.26% of the portfolio, ranked #43.

KB Financial Partners first reported a position in LPLA in Q1 2021 and has held it in 11 quarters since. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • KB Financial Partners held 3,796 shares of LPL Financial worth $902K as of Q3 2023.
  • KB Financial Partners bought 6 LPL Financial shares in Q3 2023, an estimated $1.39K.
  • LPL Financial made up 0.26% of KB Financial Partners's portfolio in Q3 2023, its #43 holding.
  • KB Financial Partners first reported a position in LPL Financial in Q1 2021 and has held it in 11 quarters since.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.