E. Ohman J:or Asset Management’s LPL Financial LPLA Stock Holding History

E. Ohman J:or 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 Q2	$821K	Hold	2,916	–	–	0.02%	333
2026 Q1	$877K	Hold	2,916	–	–	0.02%	302
2025 Q4	$1.04M	Buy	2,916 +816	+39%	+$289K	0.02%	288
2025 Q3	$699K	Hold	2,100	–	–	0.02%	322
2025 Q2	$787K	Hold	2,100	–	–	0.02%	306
2025 Q1	$687K	Hold	2,100	–	–	0.02%	320
2024 Q4	$686K	Sell	2,100 -1,200	-36%	-$355K	0.02%	343
2024 Q3	$768K	Hold	3,300	–	–	0.02%	306
2024 Q2	$922K	Buy	3,300 +500	+18%	+$136K	0.02%	263
2024 Q1	$740K	Hold	2,800	–	–	0.02%	300
2023 Q4	$637K	Sell	2,800 -600	-18%	-$135K	0.02%	294
2023 Q3	$808K	Sell	3,400 -300	-8%	-$69.7K	0.03%	271
2023 Q2	$804K	Hold	3,700	–	–	0.03%	285
2023 Q1	$749K	Hold	3,700	–	–	0.03%	286
2022 Q4	$800K	Hold	3,700	–	–	0.04%	275
2022 Q3	$808K	Hold	3,700	–	–	0.04%	260
2022 Q2	$683K	Buy	+3,700	New	+$703K	0.03%	297

Other funds holding LPLA

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

E. Ohman J:or Asset Management's LPLA Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its LPL Financial (LPLA) position steady in Q2 2026 at 2,916 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #333.

E. Ohman J:or Asset Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 396 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

E. Ohman J:or Asset Management held 2,916 shares of LPL Financial worth $821K as of Q2 2026.
E. Ohman J:or Asset Management left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #333 holding.
E. Ohman J:or Asset Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
E. Ohman J:or Asset Management's LPL Financial position peaked at $1.04M in Q4 2025.
396 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.