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Wealth Advisors of Tampa Bay’s LPL Financial LPLA Stock Holding History

Wealth Advisors of Tampa Bay’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
-81
Closed -$26.5K – 126
2025
Q1 		$26.5K Buy
+81
New +$28.2K 0.01% 143

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Advisors of Tampa Bay's LPLA Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 81 shares — an estimated $26.5K sold.

Wealth Advisors of Tampa Bay first reported a position in LPLA in Q1 2025 and held it in 1 quarter. The position peaked at $26.5K in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 81 LPL Financial shares in Q2 2025, an estimated $26.5K.
  • Wealth Advisors of Tampa Bay first reported a position in LPL Financial in Q1 2025 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's LPL Financial position peaked at $26.5K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.