Scott Marsh Financial’s LPL Financial LPLA Stock Holding History

Scott Marsh Financial’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	$706K	Buy	+1,882	New	+$659K	0.26%	118

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scott Marsh Financial's LPLA Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in LPL Financial (LPLA) in Q2 2025: 1,882 shares worth $706K. The stake represents 0.26% of the portfolio and ranks #118 among its holdings.

800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Scott Marsh Financial held 1,882 shares of LPL Financial worth $706K as of Q2 2025.
LPL Financial was a new Scott Marsh Financial position in Q2 2025.
LPL Financial made up 0.26% of Scott Marsh Financial's portfolio in Q2 2025, its #118 holding.
800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.