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LBP AM’s LPL Financial LPLA Stock Holding History

LBP AM’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 		$11.3M Buy
37,605
+3,311
+10% +$1.11M 0.15% 137
2025
Q4 		$12.2M Sell
34,294
-1,834
-5% -$649K 0.14% 140
2025
Q3 		$12M Buy
36,128
+11,557
+47% +$4.19M 0.15% 125
2025
Q2 		$9.21M Buy
24,571
+2,598
+12% +$910K 0.13% 133
2025
Q1 		$7.19M Buy
+21,973
New +$7.65M 0.11% 156
2023
Q4 		– Sell
-5,441
Closed -$1.29M – 457
2023
Q3 		$1.29M Sell
5,441
-1,715
-24% -$398K 0.03% 330
2023
Q2 		$1.56M Sell
7,156
-4,584
-39% -$918K 0.04% 282
2023
Q1 		$2.38M Sell
11,740
-958
-8% -$219K 0.06% 260
2022
Q4 		$2.74M Buy
+12,698
New +$2.97M 0.08% 233

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