Wolverine Trading’s LPL Financial LPLA Stock Holding History

Wolverine Trading’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	$2.16M	Buy	6,333 +3,257	+106%	+$1.18M	﹤0.01%	2112
2025 Q2	$1.12M	Sell	3,076 -6,505	-68%	-$2.28M	﹤0.01%	2201
2025 Q1	$3.23M	Buy	9,581 +8,704	+992%	+$3.03M	﹤0.01%	1275
2024 Q4	$287K	Buy	+877	New	+$259K	﹤0.01%	4069
2023 Q2	–	Sell	-1,404	Closed	-$281K	–	4620
2023 Q1	$279K	Sell	1,404 -887	-39%	-$203K	﹤0.01%	3084
2022 Q4	$495K	Buy	+2,291	New	+$536K	﹤0.01%	2341
2022 Q3	–	Sell	-3,406	Closed	-$635K	–	5013
2022 Q2	$635K	Sell	3,406 -2,571	-43%	-$488K	﹤0.01%	2319
2022 Q1	$1.11M	Buy	+5,977	New	+$1.04M	﹤0.01%	2341
2019 Q2	–	Sell	-3,951	Closed	-$275K	–	4832
2019 Q1	$275K	Buy	+3,951	New	+$285K	﹤0.01%	3468
2018 Q3	–	Sell	-10,277	Closed	-$681K	–	5458
2018 Q2	$628K	Hold	10,277	–	–	﹤0.01%	2790
2018 Q1	$628K	Sell	10,277 -648	-6%	-$40.2K	﹤0.01%	2790
2017 Q4	$624K	Buy	+10,925	New	+$575K	﹤0.01%	2742
2017 Q1	–	Sell	-18,980	Closed	-$746K	–	4696
2016 Q4	$668K	Buy	18,980 +10,787	+132%	+$377K	﹤0.01%	2303
2016 Q3	$235K	Buy	+8,193	New	+$222K	﹤0.01%	3593

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wolverine Trading's LPLA Position: Q3 2025 in Review

Wolverine Trading increased its LPL Financial (LPLA) stake by 106% in Q3 2025, buying an estimated $1.18M and bringing the position to 6,333 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Wolverine Trading first reported a position in LPLA in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.23M in Q1 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Wolverine Trading held 6,333 shares of LPL Financial worth $2.16M as of Q3 2025.
Wolverine Trading bought 3,257 LPL Financial shares in Q3 2025, an estimated $1.18M.
LPL Financial made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #2112 holding.
Wolverine Trading first reported a position in LPL Financial in Q3 2016 and has held it in 14 quarters since.
Wolverine Trading's LPL Financial position peaked at $3.23M in Q1 2025.
757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.