Dai-ichi Life Insurance Company’s LPL Financial LPLA Stock Holding History

Dai-ichi Life Insurance Company’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	$479K	Buy	1,593 +1,020	+178%	+$342K	0.01%	433
2025 Q4	$205K	Buy	+573	New	+$203K	0.01%	491
2025 Q3	–	Sell	-573	Closed	-$215K	–	492
2025 Q2	$215K	Buy	+573	New	+$201K	0.01%	477
2025 Q1	–	Sell	-629	Closed	-$205K	–	490
2024 Q4	$205K	Buy	+629	New	+$186K	0.01%	480
2023 Q1	–	Sell	-4,297	Closed	-$929K	–	497
2022 Q4	$929K	Buy	+4,297	New	+$1M	0.02%	386

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Dai-ichi Life Insurance Company's LPLA Position: Q1 2026 in Review

Dai-ichi Life Insurance Company increased its LPL Financial (LPLA) stake by 178% in Q1 2026, buying an estimated $342K and bringing the position to 1,593 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #433.

Dai-ichi Life Insurance Company first reported a position in LPLA in Q4 2022 and has held it in 5 quarters since. The position peaked at $929K in Q4 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Dai-ichi Life Insurance Company held 1,593 shares of LPL Financial worth $479K as of Q1 2026.
Dai-ichi Life Insurance Company bought 1,020 LPL Financial shares in Q1 2026, an estimated $342K.
LPL Financial made up 0.01% of Dai-ichi Life Insurance Company's portfolio in Q1 2026, its #433 holding.
Dai-ichi Life Insurance Company first reported a position in LPL Financial in Q4 2022 and has held it in 5 quarters since.
Dai-ichi Life Insurance Company's LPL Financial position peaked at $929K in Q4 2022.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2026, filed 14 May 2026.