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Thoroughbred Financial Services’s LPL Financial LPLA Stock Holding History

Thoroughbred Financial Services’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
-1,504
Closed -$492K – 645
2025
Q1 		$492K Hold
1,504
– – 0.03% 423
2024
Q4 		$491K Buy
1,504
+145
+11% +$42.9K 0.03% 403
2024
Q3 		$316K Hold
1,359
– – 0.02% 509
2024
Q2 		$379K Buy
+1,359
New +$369K 0.03% 442
2023
Q4 		– Sell
-1,206
Closed -$286K – 610
2023
Q3 		$286K Buy
+1,206
New +$280K 0.03% 454

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

Thoroughbred Financial Services's LPLA Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,504 shares — an estimated $492K sold.

Thoroughbred Financial Services first reported a position in LPLA in Q3 2023 and held it in 5 quarters. The position peaked at $492K in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,504 LPL Financial shares in Q2 2025, an estimated $492K.
  • Thoroughbred Financial Services first reported a position in LPL Financial in Q3 2023 and held it in 5 quarters.
  • Thoroughbred Financial Services's LPL Financial position peaked at $492K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.