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Washington Trust Advisors’s LPL Financial LPLA Stock Holding History

Washington Trust Advisors’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
-199
Closed -$74.8K – 705
2025
Q2 		$74.8K Buy
199
+14
+8% +$4.91K 0.01% 283
2025
Q1 		$60.6K Buy
+185
New +$64.4K 0.01% 303
2022
Q1 		– Sell
-67
Closed -$11K – 1013
2021
Q4 		$11K Buy
+67
New +$11.1K ﹤0.01% 719

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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Washington Trust Advisors's LPLA Position: Q3 2025 in Review

Washington Trust Advisors sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 199 shares — an estimated $74.8K sold.

Washington Trust Advisors first reported a position in LPLA in Q4 2021 and held it in 3 quarters. The position peaked at $74.8K in Q2 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Washington Trust Advisors reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 199 LPL Financial shares in Q3 2025, an estimated $74.8K.
  • Washington Trust Advisors first reported a position in LPL Financial in Q4 2021 and held it in 3 quarters.
  • Washington Trust Advisors's LPL Financial position peaked at $74.8K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Washington Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.