Rivermont Capital Management’s LPL Financial LPLA Stock Holding History

Rivermont Capital 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 Q1	–	Sell	-60,062	Closed	-$19.6M	–	20
2024 Q4	$19.6M	Buy	+60,062	New	+$17.8M	7.39%	2
2024 Q3	–	Sell	-30,997	Closed	-$8.66M	–	22
2024 Q2	$8.66M	Buy	+30,997	New	+$8.41M	3.71%	15
2023 Q4	–	Sell	-36,661	Closed	-$8.71M	–	26
2023 Q3	$8.71M	Buy	+36,661	New	+$8.51M	3.9%	14
2023 Q1	–	Sell	-34,131	Closed	-$7.38M	–	23
2022 Q4	$7.38M	Buy	+34,131	New	+$7.98M	4.67%	12

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rivermont Capital Management's LPLA Position: Q1 2025 in Review

Rivermont Capital Management sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 60,062 shares — an estimated $19.6M sold.

Rivermont Capital Management first reported a position in LPLA in Q4 2022 and held it in 4 quarters. The position peaked at $19.6M in Q4 2024. 788 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

Rivermont Capital Management reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
Rivermont Capital Management sold 60,062 LPL Financial shares in Q1 2025, an estimated $19.6M.
Rivermont Capital Management first reported a position in LPL Financial in Q4 2022 and held it in 4 quarters.
Rivermont Capital Management's LPL Financial position peaked at $19.6M in Q4 2024.
788 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Rivermont Capital Management's 13F filing for Q1 2025, filed 14 May 2025.