Sciencast Management’s LPL Financial LPLA Stock Holding History

Sciencast 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	–	Sell	-1,055	Closed	-$351K	–	354
2025 Q3	$351K	Buy	+1,055	New	+$382K	0.07%	219
2022 Q2	–	Sell	-9,659	Closed	-$1.78M	–	547
2022 Q1	$1.78M	Buy	+9,659	New	+$1.68M	0.41%	75
2021 Q3	–	Sell	-4,737	Closed	-$647K	–	511
2021 Q2	$647K	Buy	+4,737	New	+$689K	0.14%	222
2021 Q1	–	Sell	-3,051	Closed	-$336K	–	598
2020 Q4	$336K	Buy	+3,051	New	+$274K	0.07%	334
2020 Q2	–	Sell	-5,651	Closed	-$279K	–	476
2020 Q1	$279K	Sell	5,651 -4,449	-44%	-$359K	0.08%	194
2019 Q4	$971K	Sell	10,100 -3,200	-24%	-$275K	0.26%	127
2019 Q3	$1.02M	Buy	13,300 +10,100	+316%	+$808K	0.34%	107
2019 Q2	$274K	Sell	3,200 -6,658	-68%	-$527K	0.15%	223
2019 Q1	$710K	Buy	9,858 +5,758	+140%	+$415K	0.25%	129
2018 Q4	$283K	Buy	+4,100	New	+$250K	0.25%	157

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

Sciencast Management's LPLA Position: Q4 2025 in Review

Sciencast Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,055 shares — an estimated $351K sold.

Sciencast Management first reported a position in LPLA in Q4 2018 and held it in 10 quarters. The position peaked at $1.78M in Q1 2022. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Sciencast Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Sciencast Management sold 1,055 LPL Financial shares in Q4 2025, an estimated $351K.
Sciencast Management first reported a position in LPL Financial in Q4 2018 and held it in 10 quarters.
Sciencast Management's LPL Financial position peaked at $1.78M in Q1 2022.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Sciencast Management's 13F filing for Q4 2025, filed 17 Feb 2026.