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Perfromance Wealth Partners’s LPL Financial LPLA Stock Holding History

Perfromance Wealth Partners’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
-839
Closed -$279K – 207
2025
Q3 		$279K Buy
+839
New +$304K 0.01% 169

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Massachusetts Financial Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Perfromance Wealth Partners's LPLA Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 839 shares — an estimated $279K sold.

Perfromance Wealth Partners first reported a position in LPLA in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Perfromance Wealth Partners reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 839 LPL Financial shares in Q4 2025, an estimated $279K.
  • Perfromance Wealth Partners first reported a position in LPL Financial in Q3 2025 and held it in 1 quarter.
  • Perfromance Wealth Partners's LPL Financial position peaked at $279K in Q3 2025.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.