Amundi
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amundi's LPLA Position: Q1 2026 in Review

Amundi reduced its LPL Financial (LPLA) stake by 26% in Q1 2026, selling an estimated $15.1M and leaving 125,776 shares worth $37.8M. The position accounts for 0.01% of the portfolio, ranked #650.

Amundi first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $61M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Amundi held 125,776 shares of LPL Financial worth $37.8M as of Q1 2026.
  • Amundi sold 44,978 LPL Financial shares in Q1 2026, an estimated $15.1M.
  • LPL Financial made up 0.01% of Amundi's portfolio in Q1 2026, its #650 holding.
  • Amundi first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Amundi's LPL Financial position peaked at $61M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.