WSFS
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Wilmington Savings Fund Society’s LPL Financial LPLA Stock Holding History

Wilmington Savings Fund Society’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 		$54.1K Hold
180
– – ﹤0.01% 861
2025
Q4 		$64.3K Sell
180
-55
-23% -$19.5K ﹤0.01% 840
2025
Q3 		$78.2K Sell
235
-2,183
-90% -$791K ﹤0.01% 792
2025
Q2 		$907K Buy
2,418
+602
+33% +$211K 0.02% 456
2025
Q1 		$594K Buy
1,816
+1,352
+291% +$471K 0.01% 538
2024
Q4 		$152K Sell
464
-319
-41% -$94.3K ﹤0.01% 921
2024
Q3 		$182K Buy
+783
New +$176K ﹤0.01% 851

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