Syon Capital’s LPL Financial LPLA Stock Holding History

Syon Capital’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 Q3	–	Sell	-625	Closed	-$234K	–	834
2025 Q2	$234K	Buy	+625	New	+$219K	0.02%	639

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Syon Capital's LPLA Position: Q3 2025 in Review

Syon Capital sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 625 shares — an estimated $234K sold.

Syon Capital first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Syon Capital reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Syon Capital sold 625 LPL Financial shares in Q3 2025, an estimated $234K.
Syon Capital first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
Syon Capital's LPL Financial position peaked at $234K in Q2 2025.
757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Syon Capital's 13F filing for Q3 2025, filed 7 Nov 2025.