XML Financial’s LPL Financial LPLA Stock Holding History

XML Financial’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	-1,570	Closed	-$561K	–	446
2025 Q4	$561K	Buy	1,570 +1	+0.1%	+$354	0.05%	240
2025 Q3	$522K	Sell	1,569 -427	-21%	-$155K	0.04%	246
2025 Q2	$749K	Sell	1,996 -25	-1%	-$8.76K	0.07%	201
2025 Q1	$661K	Buy	2,021 +148	+8%	+$51.5K	0.06%	197
2024 Q4	$611K	Sell	1,873 -405	-18%	-$120K	0.06%	207
2024 Q3	$530K	Buy	2,278 +89	+4%	+$20.1K	0.05%	227
2024 Q2	$611K	Sell	2,189 -25	-1%	-$6.79K	0.06%	200
2024 Q1	$585K	Buy	2,214 +1	+0%	+$252	0.06%	208
2023 Q4	$504K	Buy	2,213 +2	+0.1%	+$450	0.05%	215
2023 Q3	$526K	Buy	2,211 +1	+0%	+$232	0.06%	201
2023 Q2	$480K	Buy	2,210 +3	+0.1%	+$601	0.06%	219
2023 Q1	$447K	Buy	2,207 +1,028	+87%	+$235K	0.05%	218
2022 Q4	$255K	Buy	1,179 +1	+0.1%	+$234	0.03%	283
2022 Q3	$257K	Buy	1,178 +2	+0.2%	+$425	0.04%	268
2022 Q2	$217K	Buy	1,176 +1	+0.1%	+$190	0.05%	206
2022 Q1	$215K	Buy	+1,175	New	+$205K	0.03%	298

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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