LPL Financial
LRHC icon

LPL Financial’s La Rosa Holding LRHC Stock Holding History

LPL Financial’s Portfolio LRHC Stock Details LRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19
Closed -$19.6K – 5907
2025
Q2 		$19.6K Buy
+19
New +$22.2K ﹤0.01% 5476

Other funds holding LRHC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's LRHC Position: Q3 2025 in Review

LPL Financial sold out of La Rosa Holding (LRHC) in Q3 2025, closing a stake of 19 shares — an estimated $19.6K sold.

LPL Financial first reported a position in LRHC in Q2 2025 and held it in 1 quarter. The position peaked at $19.6K in Q2 2025. 3 funds tracked by Wall St. Rank hold LRHC as of Q3 2025.

  • LPL Financial reported no remaining La Rosa Holding position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 19 La Rosa Holding shares in Q3 2025, an estimated $19.6K.
  • LPL Financial first reported a position in La Rosa Holding in Q2 2025 and held it in 1 quarter.
  • LPL Financial's La Rosa Holding position peaked at $19.6K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held La Rosa Holding as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.