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SFG Wealth Management’s LPL Financial LPLA Stock Holding History

SFG Wealth 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
2026
Q1 		$359K Buy
1,193
+7
+0.6% +$2.35K 0.15% 84
2025
Q4 		$424K Hold
1,186
– – 0.17% 89
2025
Q3 		$395K Hold
1,186
– – 0.17% 91
2025
Q2 		$445K Sell
1,186
-52
-4% -$18.2K 0.27% 50
2025
Q1 		$405K Sell
1,238
-115
-8% -$40K 0.2% 85
2024
Q4 		$442K Buy
1,353
+14
+1% +$4.14K 0.23% 61
2024
Q3 		$312K Hold
1,339
– – 0.17% 71
2024
Q2 		$374K Buy
1,339
+1
+0.1% +$271 0.21% 68
2024
Q1 		$354K Hold
1,338
– – 0.21% 69
2023
Q4 		$305K Buy
1,338
+26
+2% +$5.84K 0.2% 71
2023
Q3 		$312K Hold
1,312
– – 0.25% 69
2023
Q2 		$285K Buy
+1,312
New +$263K 0.24% 74

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return