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WealthTrak Capital Management’s LPL Financial LPLA Stock Holding History

WealthTrak 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
Q3 		– Sell
-1
Closed -$375 – 549
2025
Q2 		$375 Sell
1
-1
-50% -$350 ﹤0.01% 720
2025
Q1 		$655 Buy
2
+1
+100% +$348 ﹤0.01% 598
2024
Q4 		$327 Buy
+1
New +$296 ﹤0.01% 693

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

WealthTrak Capital Management's LPLA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1 share — an estimated $375 sold.

WealthTrak Capital Management first reported a position in LPLA in Q4 2024 and held it in 3 quarters. The position peaked at $655 in Q1 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 LPL Financial share in Q3 2025, an estimated $375.
  • WealthTrak Capital Management first reported a position in LPL Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's LPL Financial position peaked at $655 in Q1 2025.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.