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PineBridge Investments’s LPL Financial LPLA Stock Holding History

PineBridge Investments’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
Q1 		– Sell
-21,451
Closed -$7M – 778
2024
Q4 		$7M Buy
+21,451
New +$6.34M 0.05% 264
2024
Q3 		– Sell
-131,783
Closed -$36.8M – 757
2024
Q2 		$36.8M Buy
131,783
+9,499
+8% +$2.58M 0.3% 81
2024
Q1 		$32.3M Buy
122,284
+723
+0.6% +$182K 0.26% 87
2023
Q4 		$27.7M Sell
121,561
-24,259
-17% -$5.45M 0.26% 94
2023
Q3 		$34.7M Sell
145,820
-20,809
-12% -$4.83M 0.38% 63
2023
Q2 		$36.2M Buy
166,629
+36,665
+28% +$7.34M 0.39% 63
2023
Q1 		$26.3M Buy
129,964
+33,254
+34% +$7.6M 0.3% 88
2022
Q4 		$20.9M Sell
96,710
-2,211
-2% -$517K 0.25% 113
2022
Q3 		$21.6M Buy
98,921
+14,549
+17% +$3.09M 0.28% 98
2022
Q2 		$15.6M Sell
84,372
-20,526
-20% -$3.9M 0.2% 138
2022
Q1 		$19.2M Buy
104,898
+8,424
+9% +$1.47M 0.21% 128
2021
Q4 		$15.4M Sell
96,474
-1,986
-2% -$328K 0.16% 153
2021
Q3 		$15.4M Sell
98,460
-24,005
-20% -$3.45M 0.18% 138
2021
Q2 		$16.5M Sell
122,465
-7,455
-6% -$1.08M 0.19% 137
2021
Q1 		$18.5M Buy
129,920
+1,475
+1% +$188K 0.24% 106
2020
Q4 		$13.4M Sell
128,445
-16,078
-11% -$1.44M 0.21% 125
2020
Q3 		$11.1M Buy
144,523
+21,840
+18% +$1.73M 0.19% 130
2020
Q2 		$9.62M Sell
122,683
-9,661
-7% -$646K 0.18% 141
2020
Q1 		$7.2M Buy
132,344
+74,371
+128% +$6M 0.17% 156
2019
Q4 		$5.35M Buy
57,973
+51,593
+809% +$4.43M 0.08% 259
2019
Q3 		$523K Buy
+6,380
New +$511K 0.01% 848
2017
Q2 		– Sell
-63,547
Closed -$2.53M – 1163
2017
Q1 		$2.53M Sell
63,547
-7,906
-11% -$311K 0.07% 247
2016
Q4 		$2.52M Buy
+71,453
New +$2.5M 0.07% 216
2014
Q4 		– Sell
-3,199
Closed -$147K – 1135
2014
Q3 		$147K Buy
+3,199
New +$154K 0.01% 750
2014
Q1 		– Sell
-34,415
Closed -$1.62M – 1115
2013
Q4 		$1.62M Buy
+34,415
New +$1.44M 0.05% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PineBridge Investments's LPLA Position: Q1 2025 in Review

PineBridge Investments sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 21,451 shares — an estimated $7M sold.

PineBridge Investments first reported a position in LPLA in Q4 2013 and held it in 25 quarters. The position peaked at $36.8M in Q2 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • PineBridge Investments reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • PineBridge Investments sold 21,451 LPL Financial shares in Q1 2025, an estimated $7M.
  • PineBridge Investments first reported a position in LPL Financial in Q4 2013 and held it in 25 quarters.
  • PineBridge Investments's LPL Financial position peaked at $36.8M in Q2 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on PineBridge Investments's 13F filing for Q1 2025, filed 14 May 2025.