SAM
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Smartleaf Asset Management’s LPL Financial LPLA Stock Holding History

Smartleaf Asset 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 		$125K Buy
415
+78
+23% +$26.2K ﹤0.01% 1001
2025
Q4 		$121K Sell
337
-9
-3% -$3.18K ﹤0.01% 1080
2025
Q3 		$118K Buy
346
+204
+144% +$73.9K 0.01% 973
2025
Q2 		$51.8K Sell
142
-199
-58% -$69.7K ﹤0.01% 1150
2025
Q1 		$115K Sell
341
-45
-12% -$15.7K 0.01% 774
2024
Q4 		$126K Buy
386
+26
+7% +$7.69K 0.01% 733
2024
Q3 		$83.1K Buy
360
+135
+60% +$30.4K 0.01% 765
2024
Q2 		$62.2K Buy
225
+144
+178% +$39.1K 0.01% 689
2024
Q1 		$21.3K Buy
81
+68
+523% +$17.2K ﹤0.01% 845
2023
Q4 		$2.97K Buy
+13
New +$2.92K ﹤0.01% 920

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