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Tranquility Partners’s LPL Financial LPLA Stock Holding History

Tranquility Partners’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
Q4 		– Sell
-781
Closed -$260K – 237
2025
Q3 		$260K Buy
781
+60
+8% +$21.7K 0.09% 204
2025
Q2 		$270K Buy
+721
New +$253K 0.1% 186

Other funds holding LPLA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tranquility Partners's LPLA Position: Q4 2025 in Review

Tranquility Partners sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 781 shares — an estimated $260K sold.

Tranquility Partners first reported a position in LPLA in Q2 2025 and held it in 2 quarters. The position peaked at $270K in Q2 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Tranquility Partners reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Tranquility Partners sold 781 LPL Financial shares in Q4 2025, an estimated $260K.
  • Tranquility Partners first reported a position in LPL Financial in Q2 2025 and held it in 2 quarters.
  • Tranquility Partners's LPL Financial position peaked at $270K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Tranquility Partners's 13F filing for Q4 2025, filed 3 Feb 2026.