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LPLA icon

Pitcairn’s LPL Financial LPLA Stock Holding History

Pitcairn’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
-2,243
Closed -$746K – 321
2025
Q3 		$746K Sell
2,243
-2,485
-53% -$901K 0.06% 265
2025
Q2 		$1.77M Sell
4,728
-1,045
-18% -$366K 0.12% 167
2025
Q1 		$1.89M Sell
5,773
-214
-4% -$74.5K 0.11% 163
2024
Q4 		$1.95M Sell
5,987
-257
-4% -$76K 0.12% 162
2024
Q3 		$1.45M Sell
6,244
-548
-8% -$123K 0.09% 210
2024
Q2 		$1.9M Buy
6,792
+107
+2% +$29K 0.12% 166
2024
Q1 		$1.77M Sell
6,685
-267
-4% -$67.4K 0.11% 171
2023
Q4 		$1.58M Sell
6,952
-557
-7% -$125K 0.12% 163
2023
Q3 		$1.78M Buy
7,509
+57
+0.8% +$13.2K 0.15% 129
2023
Q2 		$1.62M Sell
7,452
-24
-0.3% -$4.81K 0.14% 137
2023
Q1 		$1.51M Buy
7,476
+183
+3% +$41.8K 0.14% 140
2022
Q4 		$1.58M Sell
7,293
-256
-3% -$59.8K 0.16% 129
2022
Q3 		$1.65M Buy
7,549
+24
+0.3% +$5.1K 0.18% 117
2022
Q2 		$1.39M Sell
7,525
-1,054
-12% -$200K 0.15% 127
2022
Q1 		$1.57M Buy
8,579
+410
+5% +$71.4K 0.14% 139
2021
Q4 		$1.31M Sell
8,169
-45
-0.5% -$7.43K 0.08% 172
2021
Q3 		$1.29M Sell
8,214
-125
-1% -$18K 0.09% 168
2021
Q2 		$1.13M Sell
8,339
-36
-0.4% -$5.24K 0.08% 184
2021
Q1 		$1.19M Sell
8,375
-1,987
-19% -$254K 0.08% 171
2020
Q4 		$1.08M Sell
10,362
-85
-0.8% -$7.64K 0.08% 163
2020
Q3 		$801K Sell
10,447
-150
-1% -$11.9K 0.07% 185
2020
Q2 		$831K Buy
+10,597
New +$708K 0.08% 153
2015
Q3 		– Sell
-6,482
Closed -$302K – 444
2015
Q2 		$302K Sell
6,482
-169
-3% -$7.31K 0.03% 363
2015
Q1 		$292K Buy
6,651
+129
+2% +$5.7K 0.03% 380
2014
Q4 		$290K Sell
6,522
-49
-0.7% -$2.11K 0.03% 374
2014
Q3 		$303K Buy
6,571
+612
+10% +$29.5K 0.03% 376
2014
Q2 		$296K Buy
+5,959
New +$289K 0.03% 369

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
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
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

Pitcairn's LPLA Position: Q4 2025 in Review

Pitcairn sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 2,243 shares — an estimated $746K sold.

Pitcairn first reported a position in LPLA in Q2 2014 and held it in 27 quarters. The position peaked at $1.95M in Q4 2024. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Pitcairn reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,243 LPL Financial shares in Q4 2025, an estimated $746K.
  • Pitcairn first reported a position in LPL Financial in Q2 2014 and held it in 27 quarters.
  • Pitcairn's LPL Financial position peaked at $1.95M in Q4 2024.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.