Maven Securities’s LPL Financial LPLA Stock Holding History

Maven Securities’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 Q2	–	Sell	-5,000	Closed	-$1.64M	–	895
2025 Q1	$1.64M	Buy	+5,000	New	+$1.74M	0.05%	318
2022 Q4	–	Sell	-2,100	Closed	-$459K	–	1000
2022 Q3	$459K	Sell	2,100 -3,300	-61%	-$702K	0.01%	816
2022 Q2	$996K	Buy	5,400 +195	+4%	+$37K	0.03%	362
2022 Q1	$951K	Sell	5,205 -1,900	-27%	-$331K	0.03%	354
2021 Q4	$1.14M	Sell	7,105 -6,295	-47%	-$1.04M	0.03%	310
2021 Q3	$2.1M	Buy	+13,400	New	+$1.92M	0.07%	229
2020 Q4	–	Sell	-9,263	Closed	-$707K	–	726
2020 Q3	$707K	Buy	+9,263	New	+$736K	0.06%	317
2020 Q1	–	Sell	-2,582	Closed	-$239K	–	379
2019 Q4	$239K	Sell	2,582 -15,418	-86%	-$1.32M	0.02%	326
2019 Q3	$1.47M	Buy	+18,000	New	+$1.44M	0.46%	58

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maven Securities's LPLA Position: Q2 2025 in Review

Maven Securities sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 5,000 shares — an estimated $1.64M sold.

Maven Securities first reported a position in LPLA in Q3 2019 and held it in 9 quarters. The position peaked at $2.1M in Q3 2021. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Maven Securities reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Maven Securities sold 5,000 LPL Financial shares in Q2 2025, an estimated $1.64M.
Maven Securities first reported a position in LPL Financial in Q3 2019 and held it in 9 quarters.
Maven Securities's LPL Financial position peaked at $2.1M in Q3 2021.
801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Maven Securities's 13F filing for Q2 2025, filed 14 Aug 2025.