LPL Financial
PINC

LPL Financial’s Premier PINC Stock Holding History

LPL Financial’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,395
Closed -$338K – 5943
2025
Q2 		$338K Sell
15,395
-2,288
-13% -$49.3K ﹤0.01% 4694
2025
Q1 		$341K Buy
+17,683
New +$348K ﹤0.01% 4487
2023
Q1 		– Sell
-8,670
Closed -$303K – 4561
2022
Q4 		$303K Buy
8,670
+139
+2% +$4.63K ﹤0.01% 3642
2022
Q3 		$290K Buy
8,531
+502
+6% +$18.3K ﹤0.01% 3620
2022
Q2 		$286K Buy
8,029
+1,602
+25% +$58.6K ﹤0.01% 3664
2022
Q1 		$229K Buy
+6,427
New +$239K ﹤0.01% 3761
2019
Q3 		– Sell
-6,162
Closed -$241K – 3362
2019
Q2 		$241K Buy
+6,162
New +$223K ﹤0.01% 2886
2018
Q4 		– Sell
-4,428
Closed -$203K – 3202
2018
Q3 		$203K Buy
+4,428
New +$179K ﹤0.01% 2985

Other funds holding PINC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return