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R Squared’s LPL Financial LPLA Stock Holding History

R Squared’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
Q3 		– Sell
-1,237
Closed -$464K – 643
2025
Q2 		$464K Buy
1,237
+617
+100% +$216K 0.26% 116
2025
Q1 		$203K Buy
620
+380
+158% +$132K 0.22% 202
2024
Q4 		$78.4K Buy
+240
New +$71K 0.08% 335

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

R Squared's LPLA Position: Q3 2025 in Review

R Squared sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,237 shares — an estimated $464K sold.

R Squared first reported a position in LPLA in Q4 2024 and held it in 3 quarters. The position peaked at $464K in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • R Squared reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • R Squared sold 1,237 LPL Financial shares in Q3 2025, an estimated $464K.
  • R Squared first reported a position in LPL Financial in Q4 2024 and held it in 3 quarters.
  • R Squared's LPL Financial position peaked at $464K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.