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LPL Financial’s
Stewart Information Services
STC
Stock Holding History
LPL Financial’s Portfolio
STC Stock Details
STC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$866K
Sell
14,055
-1,458
-9%
-$97.1K
﹤0.01%
4308
2025
Q4
$1.09M
Buy
15,513
+2,092
+16%
+$151K
﹤0.01%
3985
2025
Q3
$984K
Buy
13,421
+887
+7%
+$61K
﹤0.01%
4016
2025
Q2
$816K
Sell
12,534
-1,147
-8%
-$73.7K
﹤0.01%
3931
2025
Q1
$976K
Buy
13,681
+2,520
+23%
+$171K
﹤0.01%
3579
2024
Q4
$753K
Buy
11,161
+1,369
+14%
+$97.9K
﹤0.01%
3734
2024
Q3
$732K
Buy
9,792
+1,176
+14%
+$83.2K
﹤0.01%
3686
2024
Q2
$535K
Buy
8,616
+184
+2%
+$11.5K
﹤0.01%
3821
2024
Q1
$549K
Sell
8,432
-1,482
-15%
-$90.2K
﹤0.01%
3695
2023
Q4
$582K
Buy
9,914
+1,277
+15%
+$60.6K
﹤0.01%
3550
2023
Q3
$378K
Buy
8,637
+1,405
+19%
+$63.5K
﹤0.01%
3715
2023
Q2
$298K
Sell
7,232
-3,262
-31%
-$138K
﹤0.01%
3856
2023
Q1
$423K
Buy
10,494
+3,249
+45%
+$142K
﹤0.01%
3466
2022
Q4
$310K
Buy
7,245
+143
+2%
+$5.99K
﹤0.01%
3628
2022
Q3
$310K
Buy
7,102
+698
+11%
+$35.7K
﹤0.01%
3561
2022
Q2
$319K
Sell
6,404
-4,834
-43%
-$259K
﹤0.01%
3581
2022
Q1
$681K
Sell
11,238
-1,180
-10%
-$82K
﹤0.01%
2939
2021
Q4
$990K
Buy
12,418
+1,564
+14%
+$115K
﹤0.01%
2670
2021
Q3
$687K
Buy
10,854
+526
+5%
+$31.3K
﹤0.01%
2925
2021
Q2
$585K
Buy
+10,328
New
+$603K
﹤0.01%
3023
Other funds holding STC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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