Reflection Asset Management’s LPL Financial LPLA Stock Holding History

Reflection Asset Management’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 Q4	$50.4K	Buy	+141	New	+$49.9K	0.04%	242

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Reflection Asset Management's LPLA Position: Q4 2025 in Review

Reflection Asset Management opened a new position in LPL Financial (LPLA) in Q4 2025: 141 shares worth $50.4K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings.

827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Reflection Asset Management held 141 shares of LPL Financial worth $50.4K as of Q4 2025.
LPL Financial was a new Reflection Asset Management position in Q4 2025.
LPL Financial made up 0.04% of Reflection Asset Management's portfolio in Q4 2025, its #242 holding.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.