AXA Investment Managers’s LPL Financial LPLA Stock Holding History

AXA Investment Managers’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
2025 Q3	$420K	Buy	+1,261	New	+$457K	﹤0.01%	1016

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AXA Investment Managers's LPLA Position: Q3 2025 in Review

AXA Investment Managers opened a new position in LPL Financial (LPLA) in Q3 2025: 1,261 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

AXA Investment Managers held 1,261 shares of LPL Financial worth $420K as of Q3 2025.
LPL Financial was a new AXA Investment Managers position in Q3 2025.
LPL Financial made up ﹤0.01% of AXA Investment Managers's portfolio in Q3 2025, its #1016 holding.
757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.