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Xponance’s LPL Financial LPLA Stock Holding History

Xponance’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 		$5.7M Buy
18,963
+1,581
+9% +$530K 0.04% 333
2025
Q4 		$6.21M Buy
17,382
+490
+3% +$173K 0.05% 289
2025
Q3 		$5.62M Buy
16,892
+609
+4% +$221K 0.04% 299
2025
Q2 		$6.11M Buy
16,283
+1,578
+11% +$553K 0.05% 283
2025
Q1 		$4.81M Buy
14,705
+276
+2% +$96.1K 0.05% 309
2024
Q4 		$4.71M Buy
14,429
+1,363
+10% +$403K 0.04% 319
2024
Q3 		$3.04M Sell
13,066
-235
-2% -$53K 0.03% 424
2024
Q2 		$3.71M Sell
13,301
-135
-1% -$36.6K 0.04% 360
2024
Q1 		$3.55M Buy
13,436
+3,320
+33% +$838K 0.04% 369
2023
Q4 		$2.3M Sell
10,116
-1,023
-9% -$230K 0.03% 443
2023
Q3 		$2.65M Buy
11,139
+114
+1% +$26.5K 0.04% 383
2023
Q2 		$2.4M Buy
11,025
+141
+1% +$28.2K 0.03% 426
2023
Q1 		$2.2M Buy
10,884
+18
+0.2% +$4.12K 0.03% 436
2022
Q4 		$2.35M Buy
10,866
+1,449
+15% +$339K 0.04% 405
2022
Q3 		$2.06M Sell
9,417
-1
-0% -$213 0.04% 384
2022
Q2 		$1.74M Buy
9,418
+390
+4% +$74.1K 0.03% 407
2022
Q1 		$1.65M Buy
9,028
+102
+1% +$17.8K 0.03% 428
2021
Q4 		$1.43M Buy
8,926
+43
+0.5% +$7.1K 0.02% 480
2021
Q3 		$1.39M Sell
8,883
-347
-4% -$49.8K 0.03% 445
2021
Q2 		$1.25M Buy
+9,230
New +$1.34M 0.02% 498

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