Machina Capital’s LPL Financial LPLA Stock Holding History

Machina Capital’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,999	Closed	-$1.12M	–	387
2025 Q2	$1.12M	Buy	2,999 +1,055	+54%	+$370K	0.23%	150
2025 Q1	$636K	Buy	+1,944	New	+$677K	0.19%	172
2024 Q3	–	Sell	-3,104	Closed	-$867K	–	331
2024 Q2	$867K	Buy	+3,104	New	+$843K	0.39%	99
2023 Q2	–	Sell	-500	Closed	-$101K	–	412
2023 Q1	$101K	Buy	+500	New	+$114K	0.09%	268
2020 Q1	–	Sell	-2,325	Closed	-$214K	–	167
2019 Q4	$214K	Buy	+2,325	New	+$200K	0.09%	315
2019 Q3	–	Sell	-407	Closed	-$33K	–	415
2019 Q2	$33K	Sell	407 -1,703	-81%	-$135K	0.01%	432
2019 Q1	$147K	Buy	+2,110	New	+$152K	0.06%	263

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Machina Capital's LPLA Position: Q3 2025 in Review

Machina Capital sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 2,999 shares — an estimated $1.12M sold.

Machina Capital first reported a position in LPLA in Q1 2019 and held it in 7 quarters. The position peaked at $1.12M in Q2 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Machina Capital reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Machina Capital sold 2,999 LPL Financial shares in Q3 2025, an estimated $1.12M.
Machina Capital first reported a position in LPL Financial in Q1 2019 and held it in 7 quarters.
Machina Capital's LPL Financial position peaked at $1.12M in Q2 2025.
760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Machina Capital's 13F filing for Q3 2025, filed 5 Nov 2025.