Credit Agricole
LPLA icon

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
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 – 1520
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
BlackRock New York $5.7T 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 $298B AUM 21.96% 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return