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Sherbrooke Park Advisers’s LPL Financial LPLA Stock Holding History

Sherbrooke Park Advisers’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
-1,677
Closed -$558K – 404
2025
Q3 		$558K Buy
1,677
+624
+59% +$226K 0.26% 137
2025
Q2 		$395K Buy
+1,053
New +$369K 0.17% 246
2024
Q3 		– Sell
-2,410
Closed -$673K – 1110
2024
Q2 		$673K Buy
+2,410
New +$654K 0.12% 286
2023
Q3 		– Sell
-1,200
Closed -$261K – 571
2023
Q2 		$261K Buy
+1,200
New +$240K 0.14% 268

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
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

Sherbrooke Park Advisers's LPLA Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,677 shares — an estimated $558K sold.

Sherbrooke Park Advisers first reported a position in LPLA in Q2 2023 and held it in 4 quarters. The position peaked at $673K in Q2 2024. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,677 LPL Financial shares in Q4 2025, an estimated $558K.
  • Sherbrooke Park Advisers first reported a position in LPL Financial in Q2 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's LPL Financial position peaked at $673K in Q2 2024.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.