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Okabena Investment Services’s LPL Financial LPLA Stock Holding History

Okabena Investment Services’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
-1,533
Closed -$575K – 143
2025
Q2 		$575K Sell
1,533
-207
-12% -$72.5K 0.13% 93
2025
Q1 		$569K Buy
1,740
+170
+11% +$59.2K 0.14% 93
2024
Q4 		$513K Buy
+1,570
New +$464K 0.14% 91

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Okabena Investment Services's LPLA Position: Q3 2025 in Review

Okabena Investment Services sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,533 shares — an estimated $575K sold.

Okabena Investment Services first reported a position in LPLA in Q4 2024 and held it in 3 quarters. The position peaked at $575K in Q2 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Okabena Investment Services reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Okabena Investment Services sold 1,533 LPL Financial shares in Q3 2025, an estimated $575K.
  • Okabena Investment Services first reported a position in LPL Financial in Q4 2024 and held it in 3 quarters.
  • Okabena Investment Services's LPL Financial position peaked at $575K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Okabena Investment Services's 13F filing for Q3 2025, filed 12 Nov 2025.