Washington Trust’s LPL Financial LPLA Stock Holding History

Washington Trust’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	-6	Closed	-$1.96K	–	518
2025 Q1	$1.96K	Hold	6	–	–	﹤0.01%	724
2024 Q4	$1.96K	Hold	6	–	–	﹤0.01%	807
2024 Q3	$1.4K	Sell	6 -7	-54%	-$1.58K	﹤0.01%	818
2024 Q2	$3.63K	Hold	13	–	–	﹤0.01%	776
2024 Q1	$3.44K	Hold	13	–	–	﹤0.01%	776
2023 Q4	$2.96K	Hold	13	–	–	﹤0.01%	771
2023 Q3	$3.09K	Hold	13	–	–	﹤0.01%	728
2023 Q2	$2.83K	Sell	13 -2	-13%	-$400	﹤0.01%	758
2023 Q1	$3.04K	Sell	15 -9	-38%	-$2.06K	﹤0.01%	771
2022 Q4	$5.19K	Sell	24 -2	-8%	-$468	﹤0.01%	712
2022 Q3	$6K	Sell	26 -1	-4%	-$213	﹤0.01%	699
2022 Q2	$5K	Hold	27	–	–	﹤0.01%	717
2022 Q1	$5K	Buy	27 +3	+13%	+$522	﹤0.01%	738
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	765
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	885
2021 Q2	$3K	Sell	24 -11	-31%	-$1.6K	﹤0.01%	905
2021 Q1	$5K	Hold	35	–	–	﹤0.01%	823
2020 Q4	$4K	Buy	35 +8	+30%	+$719	﹤0.01%	818
2020 Q3	$2K	Buy	27 +9	+50%	+$715	﹤0.01%	874
2020 Q2	$1K	Buy	+18	New	+$1.2K	﹤0.01%	823

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Washington Trust's LPLA Position: Q2 2025 in Review

Washington Trust sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 6 shares — an estimated $1.96K sold.

Washington Trust first reported a position in LPLA in Q2 2020 and held it in 20 quarters. The position peaked at $6K in Q3 2022. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Washington Trust reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 6 LPL Financial shares in Q2 2025, an estimated $1.96K.
Washington Trust first reported a position in LPL Financial in Q2 2020 and held it in 20 quarters.
Washington Trust's LPL Financial position peaked at $6K in Q3 2022.
801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.