Neo Ivy Capital Management’s LPL Financial LPLA Stock Holding History

Neo Ivy Capital Management’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 Q4	–	Sell	-108	Closed	-$35.9K	–	456
2025 Q3	$35.9K	Sell	108 -300	-74%	-$109K	0.01%	348
2025 Q2	$153K	Buy	+408	New	+$143K	0.05%	283
2024 Q3	–	Sell	-13,248	Closed	-$3.7M	–	342
2024 Q2	$3.7M	Buy	+13,248	New	+$3.6M	0.73%	36
2023 Q4	–	Sell	-2,016	Closed	-$479K	–	387
2023 Q3	$479K	Buy	+2,016	New	+$468K	0.21%	167
2022 Q4	$794K	Buy	+3,672	New	+$858K	0.54%	46
2021 Q4	–	Sell	-1,085	Closed	-$85K	–	547
2021 Q3	$85K	Buy	1,085 +330	+44%	+$47.4K	0.1%	270
2021 Q2	$102K	Buy	755 +394	+109%	+$57.3K	0.1%	255
2021 Q1	$51K	Buy	+361	New	+$46.1K	0.06%	329
2020 Q3	–	Sell	-1,085	Closed	-$85K	–	548
2020 Q2	$85K	Buy	+1,085	New	+$72.5K	0.1%	270
2019 Q2	–	Sell	-11,535	Closed	-$803K	–	352
2019 Q1	$803K	Sell	11,535 -2,093	-15%	-$151K	0.46%	98
2018 Q4	$832K	Buy	+13,628	New	+$831K	0.65%	45

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Neo Ivy Capital Management's LPLA Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 108 shares — an estimated $35.9K sold.

Neo Ivy Capital Management first reported a position in LPLA in Q4 2018 and held it in 11 quarters. The position peaked at $3.7M in Q2 2024. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Neo Ivy Capital Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 108 LPL Financial shares in Q4 2025, an estimated $35.9K.
Neo Ivy Capital Management first reported a position in LPL Financial in Q4 2018 and held it in 11 quarters.
Neo Ivy Capital Management's LPL Financial position peaked at $3.7M in Q2 2024.
825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.