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Sheets Smith Investment Management’s LPL Financial LPLA Stock Holding History

Sheets Smith Investment 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
Q3 		– Sell
-4,330
Closed -$1.62M – 149
2025
Q2 		$1.62M Buy
+4,330
New +$1.52M 1.43% 29

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sheets Smith Investment Management's LPLA Position: Q3 2025 in Review

Sheets Smith Investment Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 4,330 shares — an estimated $1.62M sold.

Sheets Smith Investment Management first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $1.62M in Q2 2025. 758 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Sheets Smith Investment Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 4,330 LPL Financial shares in Q3 2025, an estimated $1.62M.
  • Sheets Smith Investment Management first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
  • Sheets Smith Investment Management's LPL Financial position peaked at $1.62M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.