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	–	340
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

USA Financial Formulas's LPLA Position: Q3 2025 in Review

USA Financial Formulas sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 716 shares — an estimated $268K sold.

USA Financial Formulas first reported a position in LPLA in Q1 2017 and held it in 6 quarters. The position peaked at $1.08M in Q1 2018. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

USA Financial Formulas reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
USA Financial Formulas sold 716 LPL Financial shares in Q3 2025, an estimated $268K.
USA Financial Formulas first reported a position in LPL Financial in Q1 2017 and held it in 6 quarters.
USA Financial Formulas's LPL Financial position peaked at $1.08M in Q1 2018.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.