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Voleon Capital Management’s LPL Financial LPLA Stock Holding History

Voleon Capital 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 		– Sell
-1,315
Closed -$437K – 937
2025
Q3 		$437K Buy
1,315
+607
+86% +$220K 0.01% 615
2025
Q2 		$265K Sell
708
-12,348
-95% -$4.33M 0.01% 421
2025
Q1 		$4.27M Buy
13,056
+6,096
+88% +$2.12M 0.33% 76
2024
Q4 		$2.27M Buy
+6,960
New +$2.06M 0.17% 129
2019
Q4 		– Sell
-33,000
Closed -$2.7M – 223
2019
Q3 		$2.7M Buy
+33,000
New +$2.64M 0.21% 81

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Voleon Capital Management's LPLA Position: Q4 2025 in Review

Voleon Capital Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,315 shares — an estimated $437K sold.

Voleon Capital Management first reported a position in LPLA in Q3 2019 and held it in 5 quarters. The position peaked at $4.27M in Q1 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Voleon Capital Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Voleon Capital Management sold 1,315 LPL Financial shares in Q4 2025, an estimated $437K.
  • Voleon Capital Management first reported a position in LPL Financial in Q3 2019 and held it in 5 quarters.
  • Voleon Capital Management's LPL Financial position peaked at $4.27M in Q1 2025.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Voleon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.