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BCIM
British Columbia Investment Management’s
LPL Financial
LPLA
Stock Holding History
British Columbia Investment Management’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
$3.32M
Sell
11,031
-3,137
-22%
-$1.05M
0.02%
468
2025
Q4
$5.06M
Buy
14,168
+2,674
+23%
+$946K
0.03%
400
2025
Q3
$3.82M
Sell
11,494
-1,087
-9%
-$394K
0.02%
417
2025
Q2
$4.72M
Sell
12,581
-1,738
-12%
-$609K
0.03%
380
2025
Q1
$4.68M
Buy
14,319
+4
+0%
+$1.39K
0.03%
412
2024
Q4
$4.67M
Buy
14,315
+1,849
+15%
+$547K
0.03%
427
2024
Q3
$2.9M
Sell
12,466
-1,795
-13%
-$404K
0.02%
520
2024
Q2
$3.98M
Buy
14,261
+5,232
+58%
+$1.42M
0.02%
432
2024
Q1
$2.39M
Buy
9,029
+314
+4%
+$79.3K
0.02%
504
2023
Q4
$1.98M
Buy
8,715
+1,651
+23%
+$371K
0.02%
527
2023
Q3
$1.68M
Sell
7,064
-39
-0.5%
-$9.06K
0.02%
483
2023
Q2
$1.54M
Hold
7,103
–
–
0.01%
524
2023
Q1
$1.44M
Buy
7,103
+64
+0.9%
+$14.6K
0.02%
530
2022
Q4
$1.52M
Sell
7,039
-809
-10%
-$189K
0.02%
514
2022
Q3
$1.72M
Sell
7,848
-1,437
-15%
-$306K
0.02%
490
2022
Q2
$1.71M
Buy
+9,285
New
+$1.76M
0.02%
549
Other funds holding LPLA
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
SC
Samlyn Capital
New York
$5.82B AUM
36.3%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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