Caisse de Depot et Placement du Quebec (CDPQ)
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Caisse de Depot et Placement du Quebec (CDPQ)’s LPL Financial LPLA Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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 		$65.3M Sell
231,867
-132,893
-36% -$39.9M 0.09% 243
2026
Q1 		$110M Buy
364,760
+1,298
+0.4% +$436K 0.18% 144
2025
Q4 		$130M Buy
363,462
+52,530
+17% +$18.6M 0.22% 96
2025
Q3 		$103M Sell
310,932
-3,753
-1% -$1.36M 0.19% 137
2025
Q2 		$118M Sell
314,685
-14,493
-4% -$5.08M 0.25% 102
2025
Q1 		$108M Sell
329,178
-68,418
-17% -$23.8M 0.23% 109
2024
Q4 		$130M Buy
397,596
+335,492
+540% +$99.2M 0.27% 90
2024
Q3 		$14.4M Buy
+62,104
New +$14M 0.03% 314
2024
Q2 		– Sell
-762
Closed -$201K – 511
2024
Q1 		$201K Sell
762
-25,419
-97% -$6.42M ﹤0.01% 481
2023
Q4 		$5.96M Buy
26,181
+24,904
+1,950% +$5.6M 0.02% 337
2023
Q3 		$303K Sell
1,277
-17,780
-93% -$4.13M ﹤0.01% 454
2023
Q2 		$4.14M Sell
19,057
-141,072
-88% -$28.2M 0.01% 358
2023
Q1 		$32.4M Buy
160,129
+85,833
+116% +$19.6M 0.09% 200
2022
Q4 		$16.1M Buy
74,296
+67,423
+981% +$15.8M 0.05% 281
2022
Q3 		$1.5M Buy
6,873
+3,873
+129% +$824K ﹤0.01% 463
2022
Q2 		$553K Buy
+3,000
New +$570K ﹤0.01% 526
2019
Q4 		– Sell
-7,285
Closed -$597K – 751
2019
Q3 		$597K Buy
+7,285
New +$583K ﹤0.01% 756
2018
Q3 		– Sell
-188,900
Closed -$12.4M – 781
2018
Q2 		$12.4M Buy
188,900
+58,900
+45% +$3.87M 0.03% 228
2018
Q1 		$7.94M Hold
130,000
– – 0.02% 276
2017
Q4 		$7.43M Buy
+130,000
New +$6.84M 0.02% 298

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 $3.38T AUM 44.17% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s LPLA Position: Q2 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) reduced its LPL Financial (LPLA) stake by 36% in Q2 2026, selling an estimated $39.9M and leaving 231,867 shares worth $65.3M. The position accounts for 0.09% of the portfolio, ranked #243.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in LPLA in Q4 2017 and has held it in 20 quarters since. The position peaked at $130M in Q4 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Caisse de Depot et Placement du Quebec (CDPQ) held 231,867 shares of LPL Financial worth $65.3M as of Q2 2026.
  • Caisse de Depot et Placement du Quebec (CDPQ) sold 132,893 LPL Financial shares in Q2 2026, an estimated $39.9M.
  • LPL Financial made up 0.09% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q2 2026, its #243 holding.
  • Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in LPL Financial in Q4 2017 and has held it in 20 quarters since.
  • Caisse de Depot et Placement du Quebec (CDPQ)'s LPL Financial position peaked at $130M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2026, filed 14 Aug 2026.