Amundi
LPLA icon

Amundi’s LPL Financial LPLA Stock Holding History

Amundi’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 		$46.3M Buy
164,400
+38,624
+31% +$11.6M 0.01% 625
2026
Q1 		$37.8M Sell
125,776
-44,978
-26% -$15.1M 0.01% 650
2025
Q4 		$61M Buy
170,754
+44,154
+35% +$15.6M 0.02% 590
2025
Q3 		$39.5M Buy
126,600
+12,597
+11% +$4.57M 0.01% 612
2025
Q2 		$42.9M Buy
114,003
+14,975
+15% +$5.25M 0.01% 580
2025
Q1 		$31M Sell
99,028
-46,415
-32% -$16.2M 0.01% 629
2024
Q4 		$48.5M Buy
145,443
+90,775
+166% +$26.8M 0.02% 564
2024
Q3 		$13M Sell
54,668
-129,322
-70% -$29.1M ﹤0.01% 794
2024
Q2 		$51.4M Buy
183,990
+96,064
+109% +$26.1M 0.02% 516
2024
Q1 		$22.8M Sell
87,926
-47,946
-35% -$12.1M 0.01% 682
2023
Q4 		$31.6M Buy
135,872
+62,368
+85% +$14M 0.01% 629
2023
Q3 		$16.7M Buy
73,504
+15,603
+27% +$3.62M 0.01% 732
2023
Q2 		$12.8M Sell
57,901
-127,012
-69% -$25.4M 0.01% 791
2023
Q1 		$35.4M Buy
184,913
+31,949
+21% +$7.3M 0.02% 586
2022
Q4 		$33.8M Buy
152,964
+69,710
+84% +$16.3M 0.02% 584
2022
Q3 		$20.1M Buy
83,254
+44,110
+113% +$9.38M 0.01% 690
2022
Q2 		$6.75M Buy
+39,144
New +$7.43M 0.01% 861

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi's LPLA Position: Q2 2026 in Review

Amundi increased its LPL Financial (LPLA) stake by 31% in Q2 2026, buying an estimated $11.6M and bringing the position to 164,400 shares worth $46.3M. The position accounts for 0.01% of the portfolio, ranked #625.

Amundi first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $61M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Amundi held 164,400 shares of LPL Financial worth $46.3M as of Q2 2026.
  • Amundi bought 38,624 LPL Financial shares in Q2 2026, an estimated $11.6M.
  • LPL Financial made up 0.01% of Amundi's portfolio in Q2 2026, its #625 holding.
  • Amundi first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Amundi's LPL Financial position peaked at $61M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.