Canada Life
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Canada Life’s LPL Financial LPLA Stock Holding History

Canada Life’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 		$7.17M Sell
23,755
-427
-2% -$143K 0.01% 607
2025
Q4 		$8.64M Sell
24,182
-23,475
-49% -$8.3M 0.02% 554
2025
Q3 		$16.2M Buy
47,657
+604
+1% +$219K 0.02% 476
2025
Q2 		$17.7M Sell
47,053
-692
-1% -$242K 0.03% 445
2025
Q1 		$15.7M Buy
47,745
+937
+2% +$326K 0.03% 462
2024
Q4 		$15.3M Sell
46,808
-773
-2% -$229K 0.03% 470
2024
Q3 		$11.1M Buy
47,581
+1,627
+4% +$367K 0.02% 554
2024
Q2 		$12.8M Buy
45,954
+3,725
+9% +$1.01M 0.02% 504
2024
Q1 		$11.2M Sell
42,229
-1,983
-4% -$501K 0.02% 531
2023
Q4 		$10M Sell
44,212
-4,262
-9% -$958K 0.02% 533
2023
Q3 		$11.5M Sell
48,474
-1,710
-3% -$397K 0.03% 494
2023
Q2 		$11M Sell
50,184
-4,689
-9% -$939K 0.03% 490
2023
Q1 		$11.1M Sell
54,873
-1,709
-3% -$391K 0.03% 498
2022
Q4 		$12.3M Buy
56,582
+18,327
+48% +$4.28M 0.03% 477
2022
Q3 		$8.34M Buy
38,255
+17,879
+88% +$3.8M 0.02% 555
2022
Q2 		$3.76M Buy
20,376
+13,713
+206% +$2.6M 0.01% 816
2022
Q1 		$1.29M Buy
6,663
+704
+12% +$123K ﹤0.01% 1434
2021
Q4 		$951K Sell
5,959
-281
-5% -$46.4K ﹤0.01% 1536
2021
Q3 		$984K Sell
6,240
-104
-2% -$14.9K ﹤0.01% 1523
2021
Q2 		$856K Sell
6,344
-299
-5% -$43.5K ﹤0.01% 1588
2021
Q1 		$938K Sell
6,643
-70,963
-91% -$9.05M ﹤0.01% 1547
2020
Q4 		$8.1M Buy
77,606
+18,465
+31% +$1.66M 0.02% 673
2020
Q3 		$4.54M Sell
59,141
-978
-2% -$77.7K 0.01% 748
2020
Q2 		$4.71M Sell
60,119
-8,239
-12% -$551K 0.01% 710
2020
Q1 		$3.73M Sell
68,358
-55,726
-45% -$4.49M 0.01% 718
2019
Q4 		$11.3M Buy
124,084
+45,885
+59% +$3.94M 0.02% 528
2019
Q3 		$6.42M Buy
78,199
+67,389
+623% +$5.39M 0.02% 623
2019
Q2 		$881K Sell
10,810
-1,092
-9% -$86.4K ﹤0.01% 1597
2019
Q1 		$827K Buy
11,902
+895
+8% +$64.5K ﹤0.01% 1466
2018
Q4 		$648K Buy
11,007
+1,140
+12% +$69.5K ﹤0.01% 1579
2018
Q3 		$637K Buy
9,867
+14
+0.1% +$928 ﹤0.01% 1676
2018
Q2 		$646K Buy
9,853
+1,065
+12% +$70K ﹤0.01% 1674
2018
Q1 		$538K Sell
8,788
-1,697
-16% -$105K ﹤0.01% 1715
2017
Q4 		$598K Hold
10,485
– – ﹤0.01% 1684
2017
Q3 		$539K Hold
10,485
– – ﹤0.01% 1700
2017
Q2 		$444K Buy
10,485
+3,086
+42% +$125K ﹤0.01% 1735
2017
Q1 		$294K Hold
7,399
– – ﹤0.01% 1826
2016
Q4 		$262K Sell
7,399
-2,200
-23% -$76.9K ﹤0.01% 1838
2016
Q3 		$286K Hold
9,599
– – ﹤0.01% 1820
2016
Q2 		$216K Hold
9,599
– – ﹤0.01% 1866
2016
Q1 		$238K Hold
9,599
– – ﹤0.01% 1205
2015
Q4 		$410K Hold
9,599
– – ﹤0.01% 968
2015
Q3 		$383K Buy
9,599
+2,400
+33% +$103K ﹤0.01% 957
2015
Q2 		$334K Hold
7,199
– – ﹤0.01% 1121
2015
Q1 		$315K Hold
7,199
– – ﹤0.01% 1111
2014
Q4 		$320K Buy
7,199
+2,266
+46% +$97.5K ﹤0.01% 1082
2014
Q3 		$228K Hold
4,933
– – ﹤0.01% 1174
2014
Q2 		$244K Sell
4,933
-1,216
-20% -$59K ﹤0.01% 1049
2014
Q1 		$321K Hold
6,149
– – ﹤0.01% 961
2013
Q4 		$291K Buy
+6,149
New +$258K ﹤0.01% 967

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Canada Life's LPLA Position: Q1 2026 in Review

Canada Life reduced its LPL Financial (LPLA) stake by 1.8% in Q1 2026, selling an estimated $143K and leaving 23,755 shares worth $7.17M. The position accounts for 0.01% of the portfolio, ranked #607.

Canada Life first reported a position in LPLA in Q4 2013 and has held it in 50 quarters since. The position peaked at $17.7M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Canada Life held 23,755 shares of LPL Financial worth $7.17M as of Q1 2026.
  • Canada Life sold 427 LPL Financial shares in Q1 2026, an estimated $143K.
  • LPL Financial made up 0.01% of Canada Life's portfolio in Q1 2026, its #607 holding.
  • Canada Life first reported a position in LPL Financial in Q4 2013 and has held it in 50 quarters since.
  • Canada Life's LPL Financial position peaked at $17.7M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.