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AEGON Asset Management (UK)’s LPL Financial LPLA Stock Holding History

AEGON Asset Management (UK)’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
-41,058
Closed -$15.4M – 160
2025
Q2 		$15.4M Sell
41,058
-8,300
-17% -$2.91M 0.2% 104
2025
Q1 		$16.1M Sell
49,358
-10,683
-18% -$3.72M 0.24% 94
2024
Q4 		$19.6M Sell
60,041
-2,301
-4% -$680K 0.26% 92
2024
Q3 		$14.5M Buy
62,342
+533
+0.9% +$120K 0.2% 109
2024
Q2 		$17.3M Buy
61,809
+53,502
+644% +$14.5M 0.24% 95
2024
Q1 		$2.19M Hold
8,307
– – 0.03% 127
2023
Q4 		$1.89M Buy
+8,307
New +$1.87M 0.03% 135
2023
Q2 		$1.92M Sell
8,834
-245
-3% -$49.1K 0.03% 146
2023
Q1 		$1.84M Sell
9,079
-2,111
-19% -$483K 0.03% 145
2022
Q4 		$2.42M Buy
11,190
+533
+5% +$125K 0.04% 133
2022
Q3 		$2.33M Sell
10,657
-3,484
-25% -$741K 0.05% 117
2022
Q2 		$2.61M Buy
14,141
+687
+5% +$130K 0.05% 122
2022
Q1 		$2.46M Sell
13,454
-4,697
-26% -$818K 0.04% 132
2021
Q4 		$2.91M Buy
18,151
+402
+2% +$66.3K 0.04% 144
2021
Q3 		$2.78M Hold
17,749
– – 0.04% 146
2021
Q2 		$2.4M Sell
17,749
-3,146
-15% -$458K 0.03% 161
2021
Q1 		$2.97M Sell
20,895
-7,139
-25% -$911K 0.04% 133
2020
Q4 		$2.92M Hold
28,034
– – 0.04% 131
2020
Q3 		$2.15M Buy
28,034
+1,920
+7% +$152K 0.04% 129
2020
Q2 		$2.05M Buy
+26,114
New +$1.74M 0.05% 132

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

AEGON Asset Management (UK)'s LPLA Position: Q3 2025 in Review

AEGON Asset Management (UK) sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 41,058 shares — an estimated $15.4M sold.

AEGON Asset Management (UK) first reported a position in LPLA in Q2 2020 and held it in 20 quarters. The position peaked at $19.6M in Q4 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • AEGON Asset Management (UK) reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • AEGON Asset Management (UK) sold 41,058 LPL Financial shares in Q3 2025, an estimated $15.4M.
  • AEGON Asset Management (UK) first reported a position in LPL Financial in Q2 2020 and held it in 20 quarters.
  • AEGON Asset Management (UK)'s LPL Financial position peaked at $19.6M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on AEGON Asset Management (UK)'s 13F filing for Q3 2025, filed 31 Oct 2025.