PTC
LPLA icon

Private Trust Company’s LPL Financial LPLA Stock Holding History

Private Trust Company’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
2026
Q1 		$3.91K Sell
13
-62
-83% -$20.8K ﹤0.01% 2253
2025
Q4 		$26.8K Sell
75
-12
-14% -$4.24K ﹤0.01% 1531
2025
Q3 		$28.9K Sell
87
-17
-16% -$6.16K ﹤0.01% 1486
2025
Q2 		$39K Buy
104
+7
+7% +$2.45K ﹤0.01% 1318
2025
Q1 		$31.7K Buy
97
+68
+234% +$23.7K ﹤0.01% 1369
2024
Q4 		$9.47K Sell
29
-16
-36% -$4.73K ﹤0.01% 1768
2024
Q3 		$10.5K Sell
45
-430
-91% -$96.9K ﹤0.01% 1707
2024
Q2 		$133K Hold
475
– – 0.01% 785
2024
Q1 		$126K Sell
475
-1
-0.2% -$252 0.01% 799
2023
Q4 		$108K Hold
476
– – 0.01% 800
2023
Q3 		$113K Hold
476
– – 0.01% 758
2023
Q2 		$104K Hold
476
– – 0.01% 798
2023
Q1 		$96.3K Buy
476
+342
+255% +$78.2K 0.01% 785
2022
Q4 		$29K Sell
134
-16
-11% -$3.74K ﹤0.01% 1164
2022
Q3 		$33K Buy
150
+40
+36% +$8.51K 0.01% 1036
2022
Q2 		$20K Buy
+110
New +$20.9K ﹤0.01% 1237
2014
Q3 		– Sell
-43
Closed -$2K – 1983
2014
Q2 		$2K Hold
43
– – ﹤0.01% 1604
2014
Q1 		$2K Hold
43
– – ﹤0.01% 1485
2013
Q4 		$2K Buy
+43
New +$1.8K ﹤0.01% 1469

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return