Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s LPL Financial LPLA Stock Holding History

Kovitz Investment Group 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
2025
Q2 		– Sell
-62,138
Closed -$20.3M – 1384
2025
Q1 		$20.3M Buy
62,138
+56,510
+1,004% +$19.7M 0.1% 169
2024
Q4 		$1.84M Sell
5,628
-21
-0.4% -$6.21K 0.01% 588
2024
Q3 		$1.3M Buy
5,649
+247
+5% +$55.7K 0.01% 568
2024
Q2 		$1.51M Buy
+5,402
New +$1.47M 0.01% 469

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners's LPLA Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 62,138 shares — an estimated $20.3M sold.

Kovitz Investment Group Partners first reported a position in LPLA in Q2 2024 and held it in 4 quarters. The position peaked at $20.3M in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 62,138 LPL Financial shares in Q2 2025, an estimated $20.3M.
  • Kovitz Investment Group Partners first reported a position in LPL Financial in Q2 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's LPL Financial position peaked at $20.3M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.