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Strategic Global Advisors’s LPL Financial LPLA Stock Holding History

Strategic Global Advisors’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
-17,576
Closed -$5.85M – 150
2025
Q3 		$5.85M Sell
17,576
-259
-1% -$93.9K 0.89% 37
2025
Q2 		$6.69M Buy
17,835
+1,036
+6% +$363K 1.09% 29
2025
Q1 		$5.5M Sell
16,799
-9,856
-37% -$3.43M 1.09% 30
2024
Q4 		$8.7M Buy
26,655
+1,054
+4% +$312K 1.59% 18
2024
Q3 		$5.96M Buy
25,601
+3,527
+16% +$795K 1.17% 24
2024
Q2 		$6.17M Buy
22,074
+12,143
+122% +$3.3M 1.29% 20
2024
Q1 		$2.62M Sell
9,931
-269
-3% -$67.9K 0.57% 61
2023
Q4 		$2.32M Sell
10,200
-7,068
-41% -$1.59M 0.53% 64
2023
Q3 		$4.1M Sell
17,268
-825
-5% -$192K 0.68% 54
2023
Q2 		$3.93M Sell
18,093
-1,215
-6% -$243K 0.61% 63
2023
Q1 		$3.91M Buy
19,308
+10,309
+115% +$2.36M 0.63% 57
2022
Q4 		$1.95M Sell
8,999
-150
-2% -$35.1K 0.31% 89
2022
Q3 		$2M Buy
+9,149
New +$1.95M 0.33% 94
2020
Q4 		– Sell
-24,196
Closed -$1.85M – 167
2020
Q3 		$1.85M Buy
24,196
+4,104
+20% +$326K 0.35% 78
2020
Q2 		$1.57M Buy
+20,092
New +$1.34M 0.34% 78

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $95.5B AUM 28.4% 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 $187B AUM 18.48% 1-Year Est. Return

Strategic Global Advisors's LPLA Position: Q4 2025 in Review

Strategic Global Advisors sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 17,576 shares — an estimated $5.85M sold.

Strategic Global Advisors first reported a position in LPLA in Q2 2020 and held it in 15 quarters. The position peaked at $8.7M in Q4 2024. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Strategic Global Advisors reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 17,576 LPL Financial shares in Q4 2025, an estimated $5.85M.
  • Strategic Global Advisors first reported a position in LPL Financial in Q2 2020 and held it in 15 quarters.
  • Strategic Global Advisors's LPL Financial position peaked at $8.7M in Q4 2024.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Strategic Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.