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Summit Trail Advisors’s LPL Financial LPLA Stock Holding History

Summit Trail 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
2026
Q1 		$2.81M Buy
9,343
+406
+5% +$136K 0.04% 333
2025
Q4 		$3.19M Sell
8,937
-1,438
-14% -$509K 0.06% 218
2025
Q3 		$3.45M Buy
10,375
+3,791
+58% +$1.37M 0.05% 213
2025
Q2 		$2.47M Sell
6,584
-71
-1% -$24.9K 0.04% 222
2025
Q1 		$2.18M Buy
6,655
+4,833
+265% +$1.68M 0.07% 88
2024
Q4 		$595K Buy
+1,822
New +$539K 0.02% 190
2018
Q1 		– Sell
-215
Closed -$13K – 1141
2017
Q4 		$13K Buy
+215
New +$11.3K ﹤0.01% 1154

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return