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USA Financial Formulas’s LPL Financial LPLA Stock Holding History

USA Financial Formulas’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
-716
Closed -$268K – 305
2025
Q2 		$268K Buy
+716
New +$251K 0.05% 106
2022
Q2 		– Sell
-1,278
Closed -$233K – 392
2022
Q1 		$233K Buy
+1,278
New +$223K 0.25% 67
2021
Q2 		– Sell
-825
Closed -$117K – 414
2021
Q1 		$117K Buy
+825
New +$105K 0.1% 160
2018
Q3 		– Sell
-17,522
Closed -$1.07M – 341
2018
Q2 		$1.07M Sell
17,522
-94
-0.5% -$6.18K 0.26% 82
2018
Q1 		$1.08M Buy
+17,616
New +$1.09M 0.26% 82
2017
Q2 		– Sell
-12,126
Closed -$483K – 278
2017
Q1 		$483K Buy
+12,126
New +$477K 0.12% 164

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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