LPLA — LPL FINL HLDGS INC

Ownership history in BENJAMIN EDWARDS INC  ·  20 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q1)
Avg. % of fund
0.01%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,231 -269 -17.9% 0.00% $440K $356.83
2025 Q3 REDUCED 1,500 -157 -9.5% 0.01% $499K $332.11
2025 Q3 ADDED 1,657 +157 +10.5% 0.01% $551K $332.11
2025 Q2 ADDED 1,500 +6 +0.4% 0.00% $2K $374.00
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% of Fund (quarterly)    LPLA price (monthly, adj. close)

Other funds also holding LPLA

As of 2025 Q4 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 13.13% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.17% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 11.19% Azora Capital LP 3Y 7Y 10.08% SurgoCap Partners LP 9.84% SAMLYN CAPITAL, LLC 3Y 7Y 8.99% Teca Partners, LP 3Y 8.46% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 7.59% Fremen Capital Management LP 6.23% Heron Bay Capital Management 3Y 5.71%
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