PCS
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Private Client Services’s Grand Canyon Education LOPE Stock Holding History

Private Client Services’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,089
Closed -$962K – 210
2025
Q2 		$962K Buy
+5,089
New +$943K 0.37% 69

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Client Services's LOPE Position: Q3 2025 in Review

Private Client Services sold out of Grand Canyon Education (LOPE) in Q3 2025, closing a stake of 5,089 shares — an estimated $962K sold.

Private Client Services first reported a position in LOPE in Q2 2025 and held it in 1 quarter. The position peaked at $962K in Q2 2025. 489 funds tracked by Wall St. Rank hold LOPE as of Q3 2025.

  • Private Client Services reported no remaining Grand Canyon Education position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 5,089 Grand Canyon Education shares in Q3 2025, an estimated $962K.
  • Private Client Services first reported a position in Grand Canyon Education in Q2 2025 and held it in 1 quarter.
  • Private Client Services's Grand Canyon Education position peaked at $962K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.