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Summit Securities Group’s LPL Financial LPLA Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-80
Closed -$26.2K – 1274
2025
Q1 		$26.2K Buy
+80
New +$27.9K ﹤0.01% 427
2023
Q1 		– Sell
-1
Closed – – 1084
2022
Q4 		$0 Buy
+1
New +$234 ﹤0.01% 1273
2016
Q3 		– Sell
-17,106
Closed -$385K – 226
2016
Q2 		$385K Buy
+17,106
New +$430K 0.21% 118

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 $3.38T AUM 44.17% 1-Year Est. Return

Summit Securities Group's LPLA Position: Q2 2025 in Review

Summit Securities Group sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 80 shares — an estimated $26.2K sold.

Summit Securities Group first reported a position in LPLA in Q2 2016 and held it in 3 quarters. The position peaked at $385K in Q2 2016. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Summit Securities Group reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 80 LPL Financial shares in Q2 2025, an estimated $26.2K.
  • Summit Securities Group first reported a position in LPL Financial in Q2 2016 and held it in 3 quarters.
  • Summit Securities Group's LPL Financial position peaked at $385K in Q2 2016.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.