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Tucker Asset Management’s LPL Financial LPLA Stock Holding History

Tucker Asset 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
Q4 		$1.43K Buy
+4
New +$1.42K ﹤0.01% 900
2025
Q1 		– Sell
-4
Closed -$1.31K – 649
2024
Q4 		$1.31K Hold
4
– – ﹤0.01% 1287
2024
Q3 		$931 Hold
4
– – ﹤0.01% 1281
2024
Q2 		$1.12K Buy
+4
New +$1.09K ﹤0.01% 1424

Other funds holding LPLA

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

Tucker Asset Management's LPLA Position: Q4 2025 in Review

Tucker Asset Management opened a new position in LPL Financial (LPLA) in Q4 2025: 4 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in LPLA as recently as Q4 2024.

Tucker Asset Management first reported a position in LPLA in Q2 2024 and has held it in 4 quarters since. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Tucker Asset Management held 4 shares of LPL Financial worth $1.43K as of Q4 2025.
  • LPL Financial was a new Tucker Asset Management position in Q4 2025.
  • LPL Financial made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #900 holding.
  • Tucker Asset Management first reported a position in LPL Financial in Q2 2024 and has held it in 4 quarters since.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.