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ASR Vermogensbeheer’s LPL Financial LPLA Stock Holding History

ASR Vermogensbeheer’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
-4,251
Closed -$1.28M – 515
2026
Q1 		$1.28M Buy
4,251
+69
+2% +$23.2K 0.02% 400
2025
Q4 		$1.49M Buy
4,182
+1,091
+35% +$386K 0.02% 393
2025
Q3 		$1.03M Buy
3,091
+2
+0.1% +$725 0.01% 433
2025
Q2 		$1.16M Buy
3,089
+957
+45% +$335K 0.02% 427
2025
Q1 		$697K Buy
+2,132
New +$742K 0.01% 454

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

ASR Vermogensbeheer's LPLA Position: Q2 2026 in Review

ASR Vermogensbeheer sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 4,251 shares — an estimated $1.28M sold.

ASR Vermogensbeheer first reported a position in LPLA in Q1 2025 and held it in 5 quarters. The position peaked at $1.49M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • ASR Vermogensbeheer reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • ASR Vermogensbeheer sold 4,251 LPL Financial shares in Q2 2026, an estimated $1.28M.
  • ASR Vermogensbeheer first reported a position in LPL Financial in Q1 2025 and held it in 5 quarters.
  • ASR Vermogensbeheer's LPL Financial position peaked at $1.49M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on ASR Vermogensbeheer's 13F filing for Q2 2026, filed 20 Jul 2026.