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Steward Financial Group’s LPL Financial LPLA Stock Holding History

Steward Financial Group’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
2023
Q3 		$46K Buy
196
+32
+20% +$7.43K 0.01% 155
2023
Q2 		$35K Sell
164
-39
-19% -$7.81K 0.01% 181
2023
Q1 		$41K Buy
203
+29
+17% +$6.63K 0.01% 98
2022
Q4 		$37K Buy
+174
New +$40.7K 0.02% 88
2022
Q3 		– Sell
-175
Closed -$32K – 778
2022
Q2 		$32K Hold
175
– – 0.03% 132
2022
Q1 		$31K Buy
+175
New +$30.5K 0.03% 123

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's LPLA Position: Q3 2023 in Review

Steward Financial Group increased its LPL Financial (LPLA) stake by 20% in Q3 2023, buying an estimated $7.43K and bringing the position to 196 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #155.

Steward Financial Group first reported a position in LPLA in Q1 2022 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Steward Financial Group held 196 shares of LPL Financial worth $46K as of Q3 2023.
  • Steward Financial Group bought 32 LPL Financial shares in Q3 2023, an estimated $7.43K.
  • LPL Financial made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #155 holding.
  • Steward Financial Group first reported a position in LPL Financial in Q1 2022 and has held it in 6 quarters since.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.