AG2R La Mondiale Gestion d'Actifs’s LPL Financial LPLA Stock Holding History

AG2R La Mondiale Gestion d'Actifs’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
2026 Q2	–	Sell	-4,043	Closed	-$1.22M	–	360
2026 Q1	$1.22M	Buy	4,043 +544	+16%	+$183K	0.06%	314
2025 Q4	$1.25M	Buy	3,499 +205	+6%	+$72.5K	0.06%	313
2025 Q3	$1.24M	Hold	3,294	–	–	0.06%	292
2025 Q2	$1.24M	Buy	3,294 +111	+3%	+$38.9K	0.06%	292
2025 Q1	$1.23M	Buy	+3,183	New	+$1.11M	0.07%	278

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AG2R La Mondiale Gestion d'Actifs's LPLA Position: Q2 2026 in Review

AG2R La Mondiale Gestion d'Actifs sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 4,043 shares — an estimated $1.22M sold.

AG2R La Mondiale Gestion d'Actifs first reported a position in LPLA in Q1 2025 and held it in 5 quarters. The position peaked at $1.25M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

AG2R La Mondiale Gestion d'Actifs reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
AG2R La Mondiale Gestion d'Actifs sold 4,043 LPL Financial shares in Q2 2026, an estimated $1.22M.
AG2R La Mondiale Gestion d'Actifs first reported a position in LPL Financial in Q1 2025 and held it in 5 quarters.
AG2R La Mondiale Gestion d'Actifs's LPL Financial position peaked at $1.25M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q2 2026, filed 23 Jul 2026.