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Lindbrook Capital’s LPL Financial LPLA Stock Holding History

Lindbrook Capital’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
Q1 		$269K Buy
823
+127
+18% +$44.2K 0.02% 338
2024
Q4 		$227K Buy
696
+23
+3% +$6.8K 0.02% 363
2024
Q3 		$157K Sell
673
-199
-23% -$44.8K 0.01% 444
2024
Q2 		$244K Buy
872
+3
+0.3% +$814 0.02% 326
2024
Q1 		$230K Sell
869
-14
-2% -$3.53K 0.02% 332
2023
Q4 		$201K Buy
883
+32
+4% +$7.19K 0.02% 345
2023
Q3 		$202K Buy
851
+8
+0.9% +$1.86K 0.02% 315
2023
Q2 		$183K Buy
843
+4
+0.5% +$801 0.02% 344
2023
Q1 		$170K Sell
839
-163
-16% -$37.3K 0.02% 352
2022
Q4 		$217K Sell
1,002
-54
-5% -$12.6K 0.03% 310
2022
Q3 		$231K Sell
1,056
-54
-5% -$11.5K 0.04% 247
2022
Q2 		$205K Buy
1,110
+348
+46% +$66.1K 0.03% 282
2022
Q1 		$139K Sell
762
-223
-23% -$38.8K 0.02% 377
2021
Q4 		$158K Buy
985
+896
+1,007% +$148K 0.02% 365
2021
Q3 		$14K Hold
89
– – ﹤0.01% 869
2021
Q2 		$12K Hold
89
– – ﹤0.01% 982
2021
Q1 		$13K Buy
89
+4
+5% +$510 ﹤0.01% 913
2020
Q4 		$9K Hold
85
– – ﹤0.01% 952
2020
Q3 		$7K Hold
85
– – ﹤0.01% 967
2020
Q2 		$7K Buy
+85
New +$5.68K ﹤0.01% 968

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's LPLA Position: Q1 2025 in Review

Lindbrook Capital increased its LPL Financial (LPLA) stake by 18% in Q1 2025, buying an estimated $44.2K and bringing the position to 823 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #338.

Lindbrook Capital first reported a position in LPLA in Q2 2020 and has held it in 20 quarters since. 787 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Lindbrook Capital held 823 shares of LPL Financial worth $269K as of Q1 2025.
  • Lindbrook Capital bought 127 LPL Financial shares in Q1 2025, an estimated $44.2K.
  • LPL Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #338 holding.
  • Lindbrook Capital first reported a position in LPL Financial in Q2 2020 and has held it in 20 quarters since.
  • 787 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.