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Traub Capital Management’s LPL Financial LPLA Stock Holding History

Traub Capital Management’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
-501
Closed -$188K – 360
2025
Q2 		$188K Buy
+501
New +$176K 0.17% 120

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Dodge & Cox
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Traub Capital Management's LPLA Position: Q3 2025 in Review

Traub Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 501 shares — an estimated $188K sold.

Traub Capital Management first reported a position in LPLA in Q2 2025 and held it in 1 quarter. The position peaked at $188K in Q2 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Traub Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Traub Capital Management sold 501 LPL Financial shares in Q3 2025, an estimated $188K.
  • Traub Capital Management first reported a position in LPL Financial in Q2 2025 and held it in 1 quarter.
  • Traub Capital Management's LPL Financial position peaked at $188K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Traub Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.