Stephen Mandel Jr.'s LPLA Position
LPL FINL HLDGS INC — 15 quarters of data (Q2 2022 to Q4 2025)
Current Shares
2.07M
Current Value
$741.11M
Peak Shares
2.29M
Q2 2022
Overall Change
-9%
Shares Over Time
Q2 2022
2.29M
Q3 2022
1.98M
-13%
Q4 2022
2.01M
+1%
Q1 2023
1.86M
-7%
Q2 2023
2.00M
+8%
Q3 2023
1.84M
-8%
Q4 2023
1.84M
0%
Q1 2024
1.69M
-8%
Q2 2024
1.69M
0%
Q3 2024
2.18M
+29%
Q4 2024
1.92M
-12%
Q1 2025
1.76M
-8%
Q2 2025
1.87M
+6%
Q3 2025
2.26M
+20%
Q4 2025
2.07M
-8%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 2.07M | $741.11M | $357.17 | -8% | -180,766 |
| Q3 2025 2025-11-14 | 2.26M | $750.45M | $332.69 | +20% | +383.5K |
| Q2 2025 2025-08-14 | 1.87M | $702.04M | $374.97 | +6% | +108.2K |
| Q1 2025 2025-05-15 | 1.76M | $577.08M | $327.14 | -8% | -158,733 |
| Q4 2024 2025-02-14 | 1.92M | $627.80M | $326.51 | -12% | -257,389 |
| Q3 2024 2024-11-14 | 2.18M | $507.17M | $232.63 | +29% | +495.1K |
| Q2 2024 2024-08-14 | 1.69M | $470.64M | $279.30 | 0% | 0 |
| Q1 2024 2024-05-15 | 1.69M | $445.19M | $264.20 | -8% | -155,044 |
| Q4 2023 2024-02-14 | 1.84M | $418.85M | $227.62 | 0% | 0 |
| Q3 2023 2023-11-14 | 1.84M | $437.30M | $237.65 | -8% | -162,944 |
| Q2 2023 2023-08-14 | 2.00M | $435.52B | $217430.00 | +8% | +143.4K |
| Q1 2023 2023-05-15 | 1.86M | $376.39B | $202400.00 | -7% | -147,681 |
| Q4 2022 2023-02-14 | 2.01M | $433.92M | $216.17 | +1% | +27.0K |
| Q3 2022 2022-11-14 | 1.98M | $432.67M | $218.48 | -13% | -308,789 |
| Q2 2022 2022-08-15 | 2.29M | $422.30M | $184.48 | New | - |