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LPLA icon

MOTCO’s LPL Financial LPLA Stock Holding History

MOTCO’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
-9
Closed -$3.56K – 670
2025
Q2 		$3.56K Buy
9
+4
+80% +$1.4K ﹤0.01% 489
2025
Q1 		$1.64K Buy
+5
New +$1.74K ﹤0.01% 525
2024
Q1 		– Sell
-1
Closed -$228 – 734
2023
Q4 		$228 Hold
1
– – ﹤0.01% 688
2023
Q3 		$238 Hold
1
– – ﹤0.01% 754
2023
Q2 		$217 Buy
+1
New +$200 ﹤0.01% 953

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MOTCO's LPLA Position: Q3 2025 in Review

MOTCO sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 9 shares — an estimated $3.56K sold.

MOTCO first reported a position in LPLA in Q2 2023 and held it in 5 quarters. The position peaked at $3.56K in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • MOTCO reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • MOTCO sold 9 LPL Financial shares in Q3 2025, an estimated $3.56K.
  • MOTCO first reported a position in LPL Financial in Q2 2023 and held it in 5 quarters.
  • MOTCO's LPL Financial position peaked at $3.56K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on MOTCO's 13F filing for Q3 2025, filed 22 Oct 2025.