LPL Financial
STR

LPL Financial’s Sitio Royalties STR Stock Holding History

LPL Financial’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23,320
Closed -$429K – 5985
2025
Q2 		$429K Sell
23,320
-19,652
-46% -$353K ﹤0.01% 4502
2025
Q1 		$854K Sell
42,972
-10,140
-19% -$205K ﹤0.01% 3688
2024
Q4 		$1.02M Sell
53,112
-7,840
-13% -$175K ﹤0.01% 3469
2024
Q3 		$1.27M Sell
60,952
-6,578
-10% -$149K ﹤0.01% 3161
2024
Q2 		$1.59M Buy
67,530
+8,369
+14% +$197K ﹤0.01% 2814
2024
Q1 		$1.46M Buy
59,161
+16,918
+40% +$381K ﹤0.01% 2839
2023
Q4 		$993K Sell
42,243
-25,003
-37% -$581K ﹤0.01% 3052
2023
Q3 		$1.63M Buy
67,246
+13,170
+24% +$339K ﹤0.01% 2478
2023
Q2 		$1.42M Buy
54,076
+16,869
+45% +$432K ﹤0.01% 2555
2023
Q1 		$841K Sell
37,207
-2,054
-5% -$51K ﹤0.01% 2884
2022
Q4 		$1.13M Buy
+39,261
New +$1.14M ﹤0.01% 2547
2022
Q2 		– Sell
-6,386
Closed -$172K – 4529
2022
Q1 		$172K Buy
6,386
+79
+1% +$1.78K ﹤0.01% 3864
2021
Q4 		$123K Buy
+6,307
New +$134K ﹤0.01% 4097

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's STR Position: Q3 2025 in Review

LPL Financial sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 23,320 shares — an estimated $429K sold.

LPL Financial first reported a position in STR in Q4 2021 and held it in 13 quarters. The position peaked at $1.63M in Q3 2023. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • LPL Financial reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 23,320 Sitio Royalties shares in Q3 2025, an estimated $429K.
  • LPL Financial first reported a position in Sitio Royalties in Q4 2021 and held it in 13 quarters.
  • LPL Financial's Sitio Royalties position peaked at $1.63M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

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