Koshinski Asset Management
LPLA icon

Koshinski Asset Management’s LPL Financial LPLA Stock Holding History

Koshinski 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
2026
Q1 		– Sell
-638
Closed -$228K – 748
2025
Q4 		$228K Sell
638
-61
-9% -$21.6K 0.01% 649
2025
Q3 		$233K Buy
699
+5
+0.7% +$1.81K 0.02% 642
2025
Q2 		$260K Sell
694
-118
-15% -$41.3K 0.02% 572
2025
Q1 		$266K Buy
812
+38
+5% +$13.2K 0.02% 524
2024
Q4 		$253M Buy
+774
New +$229K 0.02% 529
2024
Q3 		– Sell
-747
Closed -$204K – 651
2024
Q2 		$204K Sell
747
-234
-24% -$63.5K 0.02% 571
2024
Q1 		$259K Buy
+981
New +$248K 0.03% 464
2022
Q4 		– Sell
-929
Closed -$203K – 625
2022
Q3 		$203K Buy
+929
New +$198K 0.02% 496
2022
Q2 		– Sell
-512
Closed -$93.5K – 1401
2022
Q1 		$93.5K Buy
512
+82
+19% +$14.3K 0.01% 855
2021
Q4 		$68.8K Buy
430
+11
+3% +$1.82K 0.01% 995
2021
Q3 		$65.7K Buy
+419
New +$60.2K 0.01% 1003

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return