Aviva

Aviva’s LPL Financial LPLA Stock Holding History

Aviva’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	$20.7M	Buy	68,824 +1,885	+3%	+$632K	0.03%	392
2025 Q4	$23.9M	Buy	66,939 +3,534	+6%	+$1.25M	0.04%	355
2025 Q3	$21.1M	Buy	63,405 +7,402	+13%	+$2.68M	0.04%	368
2025 Q2	$21M	Buy	56,003 +3,708	+7%	+$1.3M	0.04%	356
2025 Q1	$17.1M	Buy	52,295 +7,149	+16%	+$2.49M	0.04%	372
2024 Q4	$14.7M	Sell	45,146 -35,721	-44%	-$10.6M	0.04%	370
2024 Q3	$18.8M	Buy	80,867 +1,739	+2%	+$392K	0.05%	352
2024 Q2	$22.1M	Buy	79,128 +10,255	+15%	+$2.78M	0.06%	335
2024 Q1	$18.2M	Sell	68,873 -5,451	-7%	-$1.38M	0.06%	354
2023 Q4	$16.9M	Buy	74,324 +7,151	+11%	+$1.61M	0.06%	361
2023 Q3	$16M	Buy	67,173 +24,254	+57%	+$5.63M	0.07%	357
2023 Q2	$9.33M	Sell	42,919 -33,286	-44%	-$6.67M	0.04%	438
2023 Q1	$15.4M	Buy	76,205 +31,671	+71%	+$7.24M	0.07%	390
2022 Q4	$9.63M	Sell	44,534 -36,562	-45%	-$8.55M	0.05%	463
2022 Q3	$17.7M	Buy	81,096 +15,844	+24%	+$3.37M	0.1%	276
2022 Q2	$12M	Buy	+65,252	New	+$12.4M	0.06%	406

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return