Question 1

How many shares of LPLA does AGF MANAGEMENT LTD own?

Accepted Answer

AGF MANAGEMENT LTD previously held 0 shares of LPLA (LPL FINANCIAL HOLDINGS INC) before exiting the position in 2025-Q4.

Question 2

What is AGF MANAGEMENT LTD's LPLA position worth?

Accepted Answer

AGF MANAGEMENT LTD's LPLA position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is AGF MANAGEMENT LTD buying or selling LPLA?

Accepted Answer

In 2025-Q4, AGF MANAGEMENT LTD exited their LPLA position entirely (-100.0% change in shares).

Question 4

When did AGF MANAGEMENT LTD first buy LPLA?

Accepted Answer

Based on available 13F filings, AGF MANAGEMENT LTD first reported a position in LPLA in 2022-Q4. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$356.17	0
2025-Q3	Decreased	537,275	-29.8%	$178.7M	0.8%	$331.49	0
2025-Q2	Increased	765,024	+74.9%	$286.9M	1.3%	$373.30	73
2025-Q1	Increased	437,444	+0.6%	$143.1M	0.8%	$325.43	43
2024-Q4	Decreased	435,056	-2.8%	$142.1M	0.7%	$324.49	0
2024-Q3	Increased	447,510	+3.5%	$104.1M	0.5%	$230.97	44
2024-Q2	Increased	432,278	+1.4%	$120.7M	0.7%	$276.89	43
2024-Q1	Increased	426,511	+13.9%	$112.7M	0.6%	$261.63	48
2023-Q4	Decreased	374,355	-8.3%	$85.2M	0.5%	$225.15	0
2023-Q3	Unchanged	408,183	0.0%	$97M	0.7%	$234.75	0
2023-Q2	Increased	408,183	+0.7%	$88.8M	0.6%	$214.49	42
2023-Q1	Decreased	405,183	-8.0%	$82M	0.6%	$199.35	0
2022-Q4	New	440,183	-	$95.2M	0.7%	$212.63	58

LPLA13 quarters

LPLA
13 quarters