DnB Asset Management
LPLA icon

DnB Asset Management’s LPL Financial LPLA Stock Holding History

DnB Asset Management’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 		$4.96M Buy
16,477
+1,261
+8% +$423K 0.02% 443
2025
Q4 		$5.43M Buy
15,216
+137
+0.9% +$48.5K 0.02% 419
2025
Q3 		$5.02M Buy
15,079
+729
+5% +$264K 0.02% 418
2025
Q2 		$5.38M Buy
14,350
+541
+4% +$190K 0.02% 378
2025
Q1 		$4.52M Buy
13,809
+865
+7% +$301K 0.02% 394
2024
Q4 		$4.23M Buy
12,944
+310
+2% +$91.7K 0.02% 415
2024
Q3 		$2.94M Buy
12,634
+1,146
+10% +$258K 0.01% 505
2024
Q2 		$3.21M Buy
11,488
+213
+2% +$57.8K 0.02% 430
2024
Q1 		$2.98M Sell
11,275
-17,996
-61% -$4.54M 0.02% 442
2023
Q4 		$6.66M Buy
29,271
+15,592
+114% +$3.5M 0.03% 312
2023
Q3 		$3.25M Sell
13,679
-1,115
-8% -$259K 0.02% 446
2023
Q2 		$3.22M Sell
14,794
-250
-2% -$50.1K 0.02% 448
2023
Q1 		$3.04M Buy
15,044
+1,874
+14% +$428K 0.02% 460
2022
Q4 		$2.85M Buy
13,170
+6
+0% +$1.4K 0.02% 446
2022
Q3 		$2.88M Buy
+13,164
New +$2.8M 0.02% 432

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