Aviva
LPLA icon

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
Q2 		$19.5M Buy
69,319
+495
+0.7% +$149K 0.03% 428
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
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

Aviva's LPLA Position: Q2 2026 in Review

Aviva increased its LPL Financial (LPLA) stake by 0.72% in Q2 2026, buying an estimated $149K and bringing the position to 69,319 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #428.

Aviva first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.9M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Aviva held 69,319 shares of LPL Financial worth $19.5M as of Q2 2026.
  • Aviva bought 495 LPL Financial shares in Q2 2026, an estimated $149K.
  • LPL Financial made up 0.03% of Aviva's portfolio in Q2 2026, its #428 holding.
  • Aviva first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Aviva's LPL Financial position peaked at $23.9M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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