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Yarbrough Capital’s LPL Financial LPLA Stock Holding History

Yarbrough Capital’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 		– Sell
-1,481
Closed -$555K – 165
2025
Q2 		$555K Sell
1,481
-1,880
-56% -$659K 0.02% 119
2025
Q1 		$1.1M Hold
3,361
– – 0.05% 88
2024
Q4 		$1.1M Hold
3,361
– – 0.04% 90
2024
Q3 		$782K Hold
3,361
– – 0.03% 107
2024
Q2 		$939K Hold
3,361
– – 0.04% 93
2024
Q1 		$888K Hold
3,361
– – 0.04% 99
2023
Q4 		$765K Hold
3,361
– – 0.04% 103
2023
Q3 		$799K Buy
3,361
+1,481
+79% +$344K 0.05% 101
2023
Q2 		$409K Buy
+1,880
New +$376K 0.02% 153

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Yarbrough Capital's LPLA Position: Q3 2025 in Review

Yarbrough Capital sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,481 shares — an estimated $555K sold.

Yarbrough Capital first reported a position in LPLA in Q2 2023 and held it in 9 quarters. The position peaked at $1.1M in Q1 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Yarbrough Capital reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Yarbrough Capital sold 1,481 LPL Financial shares in Q3 2025, an estimated $555K.
  • Yarbrough Capital first reported a position in LPL Financial in Q2 2023 and held it in 9 quarters.
  • Yarbrough Capital's LPL Financial position peaked at $1.1M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Yarbrough Capital's 13F filing for Q3 2025, filed 20 Oct 2025.