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BOLTON SECURITIES CORPORATION’s LPL Financial LPLA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.28M Buy
+3,842
New +$1.39M 0.06% 323
2025
Q1 		$1.42M Buy
+4,347
New +$1.51M 0.08% 262

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 $111B AUM 30.48% 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
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LPLA Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in LPL Financial (LPLA) in Q3 2025: 3,842 shares worth $1.28M. The stake represents 0.06% of the portfolio and ranks #323 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in LPLA as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in LPLA in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.42M in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 3,842 shares of LPL Financial worth $1.28M as of Q3 2025.
  • LPL Financial was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • LPL Financial made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #323 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in LPL Financial in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's LPL Financial position peaked at $1.42M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.