Credit Agricole’s LPL Financial LPLA Stock Holding History

Credit Agricole’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	$2.04M	Buy	7,243 +154	+2%	+$46.2K	﹤0.01%	970
2026 Q1	$2.13M	Buy	7,089 +351	+5%	+$118K	0.01%	866
2025 Q4	$2.41M	Buy	6,738 +361	+6%	+$128K	0.01%	813
2025 Q3	$2.12M	Buy	+6,377	New	+$2.31M	0.01%	798
2025 Q1	$1.89M	Sell	5,786 -65	-1%	-$22.6K	0.01%	760
2024 Q4	$1.91M	Buy	5,851 +701	+14%	+$207K	0.01%	757
2024 Q3	$1.2M	Buy	5,150 +118	+2%	+$26.6K	0.01%	740
2024 Q2	$1.41M	Buy	+5,032	New	+$1.37M	0.01%	646
2016 Q4	–	Sell	-40,038	Closed	-$1.2M	–	1517
2016 Q3	$1.2M	Buy	+40,038	New	+$1.08M	﹤0.01%	1116
2014 Q2	–	Sell	-1,900	Closed	-$100K	–	1622
2014 Q1	$100K	Buy	+1,900	New	+$100K	﹤0.01%	1362

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Credit Agricole's LPLA Position: Q2 2026 in Review

Credit Agricole increased its LPL Financial (LPLA) stake by 2.2% in Q2 2026, buying an estimated $46.2K and bringing the position to 7,243 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Credit Agricole first reported a position in LPLA in Q1 2014 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Credit Agricole held 7,243 shares of LPL Financial worth $2.04M as of Q2 2026.
Credit Agricole bought 154 LPL Financial shares in Q2 2026, an estimated $46.2K.
LPL Financial made up ﹤0.01% of Credit Agricole's portfolio in Q2 2026, its #970 holding.
Credit Agricole first reported a position in LPL Financial in Q1 2014 and has held it in 10 quarters since.
Credit Agricole's LPL Financial position peaked at $2.41M in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Credit Agricole's 13F filing for Q2 2026, filed 14 Aug 2026.