WAM
LPLA icon

Weiss Asset Management’s LPL Financial LPLA Stock Holding History

Weiss Asset 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
2026
Q1 		– Sell
-52,206
Closed -$18.6M – 675
2025
Q4 		$18.6M Buy
+52,206
New +$18.5M 0.26% 80
2025
Q2 		– Sell
-12,500
Closed -$4.09M – 488
2025
Q1 		$4.09M Buy
+12,500
New +$4.35M 0.11% 122
2024
Q4 		– Sell
-17,226
Closed -$4.01M – 772
2024
Q3 		$4.01M Buy
+17,226
New +$3.88M 0.1% 227
2023
Q2 		– Sell
-19,700
Closed -$3.99M – 286
2023
Q1 		$3.99M Sell
19,700
-300
-2% -$68.6K 0.31% 93
2022
Q4 		$4.32M Buy
+20,000
New +$4.68M 0.21% 155

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return