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Petrus Trust Company’s LPL Financial LPLA Stock Holding History

Petrus Trust Company’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
-902
Closed -$338K – 375
2025
Q2 		$338K Sell
902
-1,170
-56% -$410K 0.04% 267
2025
Q1 		$678K Buy
2,072
+753
+57% +$262K 0.06% 100
2024
Q4 		$431K Buy
+1,319
New +$390K 0.04% 295
2024
Q3 		– Sell
-2,066
Closed -$577K – 662
2024
Q2 		$577K Buy
+2,066
New +$561K 0.05% 182

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

Petrus Trust Company's LPLA Position: Q3 2025 in Review

Petrus Trust Company sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 902 shares — an estimated $338K sold.

Petrus Trust Company first reported a position in LPLA in Q2 2024 and held it in 4 quarters. The position peaked at $678K in Q1 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Petrus Trust Company reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 902 LPL Financial shares in Q3 2025, an estimated $338K.
  • Petrus Trust Company first reported a position in LPL Financial in Q2 2024 and held it in 4 quarters.
  • Petrus Trust Company's LPL Financial position peaked at $678K in Q1 2025.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.