Riverview Trust Company’s LPL Financial LPLA Stock Holding History

Riverview Trust Company’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	-113	Closed	-$37K	–	422
2025 Q1	$37K	Sell	113 -2	-2%	-$696	0.04%	268
2024 Q4	$37.5K	Hold	115	–	–	0.03%	266
2024 Q3	$26.8K	Buy	115 +2	+2%	+$451	0.02%	356
2024 Q2	$31.6K	Hold	113	–	–	0.03%	299
2024 Q1	$29.9K	Buy	+113	New	+$28.5K	0.02%	340
2023 Q4	–	Sell	-113	Closed	-$26.9K	–	401
2023 Q3	$26.9K	Hold	113	–	–	0.02%	323
2023 Q2	$24.6K	Hold	113	–	–	0.02%	308
2023 Q1	$22.9K	Hold	113	–	–	0.02%	319
2022 Q4	$24K	Hold	113	–	–	0.02%	311
2022 Q3	$25K	Hold	113	–	–	0.02%	319
2022 Q2	$21K	Hold	113	–	–	0.02%	382
2022 Q1	$21K	Buy	+113	New	+$19.7K	0.02%	477

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Riverview Trust Company's LPLA Position: Q2 2025 in Review

Riverview Trust Company sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 113 shares — an estimated $37K sold.

Riverview Trust Company first reported a position in LPLA in Q1 2022 and held it in 12 quarters. The position peaked at $37.5K in Q4 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Riverview Trust Company reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 113 LPL Financial shares in Q2 2025, an estimated $37K.
Riverview Trust Company first reported a position in LPL Financial in Q1 2022 and held it in 12 quarters.
Riverview Trust Company's LPL Financial position peaked at $37.5K in Q4 2024.
801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.