LPL Financial
RPC

LPL Financial’s Ridgepost Capital RPC Stock Holding History

LPL Financial’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,598
Closed -$115K – 6028
2025
Q3 		$115K Buy
10,598
+223
+2% +$2.65K ﹤0.01% 5480
2025
Q2 		$106K Buy
+10,375
New +$111K ﹤0.01% 5256

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's RPC Position: Q4 2025 in Review

LPL Financial sold out of Ridgepost Capital (RPC) in Q4 2025, closing a stake of 10,598 shares — an estimated $115K sold.

LPL Financial first reported a position in RPC in Q2 2025 and held it in 2 quarters. The position peaked at $115K in Q3 2025. 117 funds tracked by Wall St. Rank hold RPC as of Q4 2025.

  • LPL Financial reported no remaining Ridgepost Capital position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,598 Ridgepost Capital shares in Q4 2025, an estimated $115K.
  • LPL Financial first reported a position in Ridgepost Capital in Q2 2025 and held it in 2 quarters.
  • LPL Financial's Ridgepost Capital position peaked at $115K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Ridgepost Capital as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.