LPL Financial
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LPL Financial’s Superior Group of Companies SGC Stock Holding History

LPL Financial’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,037
Closed -$331K – 5494
2024
Q4 		$331K Buy
+20,037
New +$321K ﹤0.01% 4436
2023
Q1 		– Sell
-11,521
Closed -$116K – 4574
2022
Q4 		$116K Sell
11,521
-4,632
-29% -$44.7K ﹤0.01% 4132
2022
Q3 		$143K Buy
16,153
+112
+0.7% +$1.61K ﹤0.01% 4035
2022
Q2 		$285K Buy
16,041
+1
+0% +$17 ﹤0.01% 3666
2022
Q1 		$286K Buy
16,040
+4,061
+34% +$80.6K ﹤0.01% 3592
2021
Q4 		$263K Buy
+11,979
New +$286K ﹤0.01% 3777

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's SGC Position: Q1 2025 in Review

LPL Financial sold out of Superior Group of Companies (SGC) in Q1 2025, closing a stake of 20,037 shares — an estimated $331K sold.

LPL Financial first reported a position in SGC in Q4 2021 and held it in 6 quarters. The position peaked at $331K in Q4 2024. 99 funds tracked by Wall St. Rank hold SGC as of Q1 2025.

  • LPL Financial reported no remaining Superior Group of Companies position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 20,037 Superior Group of Companies shares in Q1 2025, an estimated $331K.
  • LPL Financial first reported a position in Superior Group of Companies in Q4 2021 and held it in 6 quarters.
  • LPL Financial's Superior Group of Companies position peaked at $331K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.