Axa
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Axa’s LPL Financial LPLA Stock Holding History

Axa’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 		– Sell
-1,178
Closed -$442K – 631
2025
Q2 		$442K Buy
1,178
+141
+14% +$49.4K ﹤0.01% 999
2025
Q1 		$339K Sell
1,037
-94
-8% -$32.7K ﹤0.01% 970
2024
Q4 		$369K Sell
1,131
-220
-16% -$65.1K ﹤0.01% 970
2024
Q3 		$314K Buy
+1,351
New +$304K ﹤0.01% 1007
2023
Q2 		– Sell
-52,455
Closed -$10.6M – 1128
2023
Q1 		$10.6M Buy
52,455
+44,556
+564% +$10.2M 0.04% 402
2022
Q4 		$1.71M Buy
7,899
+6,154
+353% +$1.44M 0.01% 805
2022
Q3 		$381K Buy
+1,745
New +$371K ﹤0.01% 1004
2021
Q3 		– Sell
-19,000
Closed -$2.56M – 1280
2021
Q2 		$2.56M Sell
19,000
-117,800
-86% -$17.1M 0.01% 844
2021
Q1 		$19.4M Buy
136,800
+88,300
+182% +$11.3M 0.06% 347
2020
Q4 		$5.05M Buy
48,500
+45,200
+1,370% +$4.06M 0.02% 691
2020
Q3 		$253K Sell
3,300
-44,300
-93% -$3.52M ﹤0.01% 1126
2020
Q2 		$3.73M Buy
47,600
+26,600
+127% +$1.78M 0.01% 700
2020
Q1 		$1.14M Sell
21,000
-10,500
-33% -$847K 0.01% 831
2019
Q4 		$2.91M Buy
31,500
+1,900
+6% +$163K 0.01% 743
2019
Q3 		$2.42M Buy
+29,600
New +$2.37M 0.01% 819
2018
Q1 		– Sell
-6,700
Closed -$383K – 1399
2017
Q4 		$383K Hold
6,700
– – ﹤0.01% 1190
2017
Q3 		$346K Buy
+6,700
New +$308K ﹤0.01% 1164
2013
Q4 		– Sell
-25,100
Closed -$962K – 1411
2013
Q3 		$962K Buy
+25,100
New +$960K ﹤0.01% 875

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Axa's LPLA Position: Q3 2025 in Review

Axa sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,178 shares — an estimated $442K sold.

Axa first reported a position in LPLA in Q3 2013 and held it in 18 quarters. The position peaked at $19.4M in Q1 2021. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Axa reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 1,178 LPL Financial shares in Q3 2025, an estimated $442K.
  • Axa first reported a position in LPL Financial in Q3 2013 and held it in 18 quarters.
  • Axa's LPL Financial position peaked at $19.4M in Q1 2021.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.