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Vinva Investment Management’s LPL Financial LPLA Stock Holding History

Vinva Investment 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
Q2 		– Sell
-3,721
Closed -$1.25M – 427
2025
Q1 		$1.25M Buy
3,721
+2,856
+330% +$994K 0.05% 258
2024
Q4 		$283K Sell
865
-2,313
-73% -$684K 0.01% 385
2024
Q3 		$734K Buy
3,178
+393
+14% +$88.6K 0.03% 337
2024
Q2 		$770K Buy
2,785
+773
+38% +$210K 0.04% 316
2024
Q1 		$532K Buy
2,012
+829
+70% +$209K 0.03% 364
2023
Q4 		$270K Buy
+1,183
New +$266K 0.02% 375
2023
Q2 		– Sell
-5,019
Closed -$998K – 402
2023
Q1 		$998K Buy
+5,019
New +$1.15M 0.08% 247

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vinva Investment Management's LPLA Position: Q2 2025 in Review

Vinva Investment Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 3,721 shares — an estimated $1.25M sold.

Vinva Investment Management first reported a position in LPLA in Q1 2023 and held it in 7 quarters. The position peaked at $1.25M in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Vinva Investment Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Vinva Investment Management sold 3,721 LPL Financial shares in Q2 2025, an estimated $1.25M.
  • Vinva Investment Management first reported a position in LPL Financial in Q1 2023 and held it in 7 quarters.
  • Vinva Investment Management's LPL Financial position peaked at $1.25M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Vinva Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.