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Talon Private Wealth’s LPL Financial LPLA Stock Holding History

Talon Private 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 		$1.5K Buy
+4
New +$1.4K ﹤0.01% 292
2025
Q1 		– Sell
-2
Closed -$653 – 246
2024
Q4 		$653 Hold
2
– – ﹤0.01% 282
2024
Q3 		$465 Buy
+2
New +$451 ﹤0.01% 292

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

Talon Private Wealth's LPLA Position: Q2 2025 in Review

Talon Private Wealth opened a new position in LPL Financial (LPLA) in Q2 2025: 4 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in LPLA as recently as Q4 2024.

Talon Private Wealth first reported a position in LPLA in Q3 2024 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Talon Private Wealth held 4 shares of LPL Financial worth $1.5K as of Q2 2025.
  • LPL Financial was a new Talon Private Wealth position in Q2 2025.
  • LPL Financial made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #292 holding.
  • Talon Private Wealth first reported a position in LPL Financial in Q3 2024 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

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