LPL Financial
DV icon

LPL Financial’s DoubleVerify DV Stock Holding History

LPL Financial’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Buy
22,945
+551
+2% +$5.63K ﹤0.01% 5441
2025
Q4 		$256K Sell
22,394
-46,785
-68% -$516K ﹤0.01% 5269
2025
Q3 		$829K Sell
69,179
-6,663
-9% -$98.8K ﹤0.01% 4174
2025
Q2 		$1.14M Sell
75,842
-5,656
-7% -$77.5K ﹤0.01% 3637
2025
Q1 		$1.09M Buy
81,498
+50,375
+162% +$933K ﹤0.01% 3485
2024
Q4 		$598K Buy
31,123
+4,123
+15% +$77.7K ﹤0.01% 3934
2024
Q3 		$455K Sell
27,000
-5,421
-17% -$103K ﹤0.01% 4074
2024
Q2 		$631K Sell
32,421
-74
-0.2% -$1.79K ﹤0.01% 3662
2024
Q1 		$1.14M Buy
32,495
+10,252
+46% +$381K ﹤0.01% 3054
2023
Q4 		$818K Buy
22,243
+8,093
+57% +$252K ﹤0.01% 3234
2023
Q3 		$395K Buy
14,150
+4,478
+46% +$153K ﹤0.01% 3673
2023
Q2 		$376K Sell
9,672
-3,354
-26% -$108K ﹤0.01% 3680
2023
Q1 		$393K Buy
13,026
+396
+3% +$10.4K ﹤0.01% 3528
2022
Q4 		$277K Buy
+12,630
New +$329K ﹤0.01% 3704

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PEP
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VPM
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VCM
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Mackenzie Financial
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TCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return