Candriam SCA’s LPL Financial LPLA Stock Holding History

Candriam SCA’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	$2.19M	Sell	7,295 -35	-0.5%	-$11.7K	0.01%	509
2025 Q4	$2.62M	Buy	7,330 +164	+2%	+$58K	0.01%	468
2025 Q3	$2.38M	Buy	7,166 +295	+4%	+$107K	0.01%	476
2025 Q2	$2.58M	Buy	6,871 +533	+8%	+$187K	0.01%	461
2025 Q1	$2.07M	Sell	6,338 -1	-0%	-$348	0.01%	491
2024 Q4	$2.07M	Hold	6,339	–	–	0.01%	503
2024 Q3	$1.47M	Sell	6,339 -1,771	-22%	-$399K	0.01%	538
2024 Q2	$2.27M	Buy	8,110 +1,837	+29%	+$499K	0.01%	470
2024 Q1	$1.66M	Buy	6,273 +1,087	+21%	+$274K	0.01%	539
2023 Q4	$1.18M	Sell	5,186 -1,160	-18%	-$261K	0.01%	564
2023 Q3	$1.51M	Sell	6,346 -29,475	-82%	-$6.84M	0.01%	489
2023 Q2	$7.79M	Sell	35,821 -33,869	-49%	-$6.78M	0.06%	279
2023 Q1	$13M	Buy	69,690 +5,647	+9%	+$1.29M	0.09%	221
2022 Q4	$13.8M	Buy	64,043 +43,760	+216%	+$10.2M	0.09%	214
2022 Q3	$4.43M	Buy	+20,283	New	+$4.31M	0.03%	408

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $298B AUM 21.96% 1-Year Est. Return

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

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