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PSI Advisors’s LPL Financial LPLA Stock Holding History

PSI Advisors’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
Q2 		– Sell
-50
Closed -$16.4K – 429
2025
Q1 		$16.4K Hold
50
– – 0.01% 391
2024
Q4 		$16.3K Hold
50
– – ﹤0.01% 452
2024
Q3 		$11.6K Hold
50
– – ﹤0.01% 515
2024
Q2 		$14K Hold
50
– – ﹤0.01% 463
2024
Q1 		$13.2K Hold
50
– – ﹤0.01% 446
2023
Q4 		$11.4K Hold
50
– – ﹤0.01% 491
2023
Q3 		$11.9K Hold
50
– – 0.01% 469
2023
Q2 		$10.9K Hold
50
– – ﹤0.01% 472
2023
Q1 		$10.1K Buy
+50
New +$11.4K ﹤0.01% 430

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSI Advisors's LPLA Position: Q2 2025 in Review

PSI Advisors sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 50 shares — an estimated $16.4K sold.

PSI Advisors first reported a position in LPLA in Q1 2023 and held it in 9 quarters. The position peaked at $16.4K in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • PSI Advisors reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 50 LPL Financial shares in Q2 2025, an estimated $16.4K.
  • PSI Advisors first reported a position in LPL Financial in Q1 2023 and held it in 9 quarters.
  • PSI Advisors's LPL Financial position peaked at $16.4K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.