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Seven Mile Advisory’s LPL Financial LPLA Stock Holding History

Seven Mile Advisory’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
-616
Closed -$205K – 291
2025
Q3 		$205K Buy
+616
New +$223K 0.03% 284

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Seven Mile Advisory's LPLA Position: Q4 2025 in Review

Seven Mile Advisory sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 616 shares — an estimated $205K sold.

Seven Mile Advisory first reported a position in LPLA in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Seven Mile Advisory reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 616 LPL Financial shares in Q4 2025, an estimated $205K.
  • Seven Mile Advisory first reported a position in LPL Financial in Q3 2025 and held it in 1 quarter.
  • Seven Mile Advisory's LPL Financial position peaked at $205K in Q3 2025.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.