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Richard Pzena’s LPL Financial LPLA Stock Holding History

Richard Pzena’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
Q1 		– Sell
-900
Closed -$294K – 156
2024
Q4 		$294K Sell
900
-287
-24% -$84.9K ﹤0.01% 143
2024
Q3 		$276K Sell
1,187
-354
-23% -$79.8K ﹤0.01% 151
2024
Q2 		$430K Buy
1,541
+522
+51% +$142K ﹤0.01% 148
2024
Q1 		$269K Sell
1,019
-168
-14% -$42.4K ﹤0.01% 153
2023
Q4 		$270K Sell
1,187
-90
-7% -$20.2K ﹤0.01% 159
2023
Q3 		$303K Sell
1,277
-218
-15% -$50.6K ﹤0.01% 152
2023
Q2 		$325K Sell
1,495
-442
-23% -$88.5K ﹤0.01% 151
2023
Q1 		$392K Sell
1,937
-1,497
-44% -$342K ﹤0.01% 149
2022
Q4 		$742K Buy
3,434
+1,362
+66% +$318K ﹤0.01% 150
2022
Q3 		$453K Hold
2,072
– – ﹤0.01% 154
2022
Q2 		$382K Buy
2,072
+607
+41% +$115K ﹤0.01% 152
2022
Q1 		$268K Hold
1,465
– – ﹤0.01% 170
2021
Q4 		$235K Buy
+1,465
New +$242K ﹤0.01% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Pzena's LPLA Position: Q1 2025 in Review

Richard Pzena sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 900 shares — an estimated $294K sold.

Richard Pzena first reported a position in LPLA in Q4 2021 and held it in 13 quarters. The position peaked at $742K in Q4 2022. 788 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Richard Pzena reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Richard Pzena sold 900 LPL Financial shares in Q1 2025, an estimated $294K.
  • Richard Pzena first reported a position in LPL Financial in Q4 2021 and held it in 13 quarters.
  • Richard Pzena's LPL Financial position peaked at $742K in Q4 2022.
  • 788 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Pzena Investment Management's 13F filing for Q1 2025, filed 2 May 2025.