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Poplar Forest Capital’s LPL Financial LPLA Stock Holding History

Poplar Forest Capital’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 		$5.89M Sell
18,019
-7,992
-31% -$2.78M 1.05% 28
2024
Q4 		$8.49M Sell
26,011
-7,300
-22% -$2.16M 1.56% 28
2024
Q3 		$7.75M Buy
+33,311
New +$7.51M 1.06% 28

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Poplar Forest Capital's LPLA Position: Q1 2025 in Review

Poplar Forest Capital reduced its LPL Financial (LPLA) stake by 31% in Q1 2025, selling an estimated $2.78M and leaving 18,019 shares worth $5.89M. The position accounts for 1.05% of the portfolio, ranked #28.

Poplar Forest Capital first reported a position in LPLA in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.49M in Q4 2024. 786 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Poplar Forest Capital held 18,019 shares of LPL Financial worth $5.89M as of Q1 2025.
  • Poplar Forest Capital sold 7,992 LPL Financial shares in Q1 2025, an estimated $2.78M.
  • LPL Financial made up 1.05% of Poplar Forest Capital's portfolio in Q1 2025, its #28 holding.
  • Poplar Forest Capital first reported a position in LPL Financial in Q3 2024 and has held it in 3 quarters since.
  • Poplar Forest Capital's LPL Financial position peaked at $8.49M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.