Virtu Financial’s LPL Financial LPLA Stock Holding History

Virtu Financial’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	–	Sell	-25,073	Closed	-$8.34M	–	1980
2025 Q3	$8.34M	Buy	25,073 +17,801	+245%	+$6.45M	0.47%	31
2025 Q2	$2.73M	Buy	+7,272	New	+$2.55M	0.14%	115
2025 Q1	–	Sell	-798	Closed	-$260K	–	1736
2024 Q4	$260K	Buy	+798	New	+$236K	0.01%	770
2023 Q4	–	Sell	-1,310	Closed	-$311K	–	1823
2023 Q3	$311K	Buy	+1,310	New	+$304K	0.03%	492
2023 Q2	–	Sell	-6,126	Closed	-$1.24M	–	1804
2023 Q1	$1.24M	Buy	+6,126	New	+$1.4M	0.13%	153
2022 Q4	–	Sell	-1,911	Closed	-$417K	–	1926
2022 Q3	$417K	Buy	+1,911	New	+$406K	0.04%	482
2022 Q1	–	Sell	-2,695	Closed	-$431K	–	1787
2021 Q4	$431K	Buy	+2,695	New	+$445K	0.04%	439
2021 Q2	–	Sell	-3,863	Closed	-$549K	–	1818
2021 Q1	$549K	Sell	3,863 -1,830	-32%	-$234K	0.04%	477
2020 Q4	$593K	Buy	+5,693	New	+$512K	0.06%	385
2018 Q2	–	Sell	-4,156	Closed	-$254K	–	2283
2018 Q1	$254K	Buy	+4,156	New	+$258K	0.01%	1178

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Virtu Financial's LPLA Position: Q4 2025 in Review

Virtu Financial sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 25,073 shares — an estimated $8.34M sold.

Virtu Financial first reported a position in LPLA in Q1 2018 and held it in 10 quarters. The position peaked at $8.34M in Q3 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Virtu Financial reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Virtu Financial sold 25,073 LPL Financial shares in Q4 2025, an estimated $8.34M.
Virtu Financial first reported a position in LPL Financial in Q1 2018 and held it in 10 quarters.
Virtu Financial's LPL Financial position peaked at $8.34M in Q3 2025.
825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Virtu Financial's 13F filing for Q4 2025, filed 23 Feb 2026.