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SVB Wealth’s LPL Financial LPLA Stock Holding History

SVB Wealth’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
-276
Closed -$90.3K – 1135
2025
Q1 		$90.3K Buy
+276
New +$96.1K ﹤0.01% 424
2022
Q3 		– Sell
-6,303
Closed -$1.16M – 1008
2022
Q2 		$1.16M Buy
+6,303
New +$1.2M 0.02% 297

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

SVB Wealth's LPLA Position: Q2 2025 in Review

SVB Wealth sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 276 shares — an estimated $90.3K sold.

SVB Wealth first reported a position in LPLA in Q2 2022 and held it in 2 quarters. The position peaked at $1.16M in Q2 2022. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • SVB Wealth reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 276 LPL Financial shares in Q2 2025, an estimated $90.3K.
  • SVB Wealth first reported a position in LPL Financial in Q2 2022 and held it in 2 quarters.
  • SVB Wealth's LPL Financial position peaked at $1.16M in Q2 2022.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.