PCM
LPLA icon

Polymer Capital Management’s LPL Financial LPLA Stock Holding History

Polymer Capital Management’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
-2,358
Closed -$784K – 907
2025
Q3 		$784K Buy
+2,358
New +$855K 0.08% 279
2025
Q2 		– Sell
-12,500
Closed -$4.09M – 701
2025
Q1 		$4.09M Buy
+12,500
New +$4.35M 1.05% 15

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

Polymer Capital Management's LPLA Position: Q4 2025 in Review

Polymer Capital Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 2,358 shares — an estimated $784K sold.

Polymer Capital Management first reported a position in LPLA in Q1 2025 and held it in 2 quarters. The position peaked at $4.09M in Q1 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Polymer Capital Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 2,358 LPL Financial shares in Q4 2025, an estimated $784K.
  • Polymer Capital Management first reported a position in LPL Financial in Q1 2025 and held it in 2 quarters.
  • Polymer Capital Management's LPL Financial position peaked at $4.09M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.