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Summit Investment Advisors’s LPL Financial LPLA Stock Holding History

Summit Investment 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
Q2 		$424K Hold
1,147
– – 0.35% 43
2025
Q1 		$380K Hold
1,147
– – 0.34% 43
2024
Q4 		$427K Buy
+1,147
New +$339K 0.38% 37

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Investment Advisors's LPLA Position: Q2 2025 in Review

Summit Investment Advisors held its LPL Financial (LPLA) position steady in Q2 2025 at 1,147 shares worth $424K. The position accounts for 0.35% of the portfolio, ranked #43.

Summit Investment Advisors first reported a position in LPLA in Q4 2024 and has held it in 3 quarters since. The position peaked at $427K in Q4 2024. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Summit Investment Advisors held 1,147 shares of LPL Financial worth $424K as of Q2 2025.
  • Summit Investment Advisors left its LPL Financial share count unchanged in Q2 2025.
  • LPL Financial made up 0.35% of Summit Investment Advisors's portfolio in Q2 2025, its #43 holding.
  • Summit Investment Advisors first reported a position in LPL Financial in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's LPL Financial position peaked at $427K in Q4 2024.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.