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Stevens Capital Management’s LPL Financial LPLA Stock Holding History

Stevens Capital 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
-660
Closed -$247K – 302
2025
Q2 		$247K Sell
660
-331
-33% -$116K 0.07% 199
2025
Q1 		$324K Buy
+991
New +$345K 0.08% 166
2020
Q1 		– Sell
-7,045
Closed -$650K – 245
2019
Q4 		$650K Buy
7,045
+3,768
+115% +$323K 0.06% 301
2019
Q3 		$268K Sell
3,277
-40,653
-93% -$3.25M 0.02% 472
2019
Q2 		$3.58M Sell
43,930
-10,176
-19% -$805K 0.16% 173
2019
Q1 		$3.77M Buy
54,106
+17,312
+47% +$1.25M 0.16% 174
2018
Q4 		$2.25M Sell
36,794
-24,049
-40% -$1.47M 0.12% 246
2018
Q3 		$3.92M Buy
60,843
+28,374
+87% +$1.88M 0.14% 186
2018
Q2 		$2.13M Sell
32,469
-34,766
-52% -$2.28M 0.08% 297
2018
Q1 		$4.11M Buy
+67,235
New +$4.17M 0.16% 177
2017
Q4 		– Sell
-72,669
Closed -$3.75M – 949
2017
Q3 		$3.75M Buy
+72,669
New +$3.34M 0.14% 198
2014
Q4 		– Sell
-38,959
Closed -$1.79M – 1124
2014
Q3 		$1.79M Buy
38,959
+22,282
+134% +$1.07M 0.05% 349
2014
Q2 		$830K Buy
16,677
+12,531
+302% +$608K 0.02% 542
2014
Q1 		$218K Sell
4,146
-16,331
-80% -$862K 0.01% 903
2013
Q4 		$963K Buy
20,477
+9,622
+89% +$404K 0.03% 490
2013
Q3 		$416K Buy
10,855
+3,252
+43% +$124K 0.01% 689
2013
Q2 		$287K Buy
+7,603
New +$272K 0.01% 721

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 $191B AUM 17.5% 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 $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stevens Capital Management's LPLA Position: Q3 2025 in Review

Stevens Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 660 shares — an estimated $247K sold.

Stevens Capital Management first reported a position in LPLA in Q2 2013 and held it in 17 quarters. The position peaked at $4.11M in Q1 2018. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Stevens Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Stevens Capital Management sold 660 LPL Financial shares in Q3 2025, an estimated $247K.
  • Stevens Capital Management first reported a position in LPL Financial in Q2 2013 and held it in 17 quarters.
  • Stevens Capital Management's LPL Financial position peaked at $4.11M in Q1 2018.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Stevens Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.