Financiere des Professionnels’s LPL Financial LPLA Stock Holding History

Financiere des Professionnels’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	$3.41M	Sell	12,104 -345	-3%	-$104K	0.19%	107
2026 Q1	$3.75M	Buy	+12,449	New	+$4.18M	0.22%	97
2025 Q2	–	Sell	-1,254	Closed	-$410K	–	390
2025 Q1	$410K	Sell	1,254 -157	-11%	-$54.7K	0.03%	141
2024 Q4	$461K	Sell	1,411 -2,139	-60%	-$633K	0.03%	140
2024 Q3	$826K	Sell	3,550 -851	-19%	-$192K	0.06%	129
2024 Q2	$1.24M	Buy	4,401 +1,189	+37%	+$323K	0.1%	126
2024 Q1	$849K	Buy	+3,212	New	+$811K	0.07%	127

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

Financiere des Professionnels's LPLA Position: Q2 2026 in Review

Financiere des Professionnels reduced its LPL Financial (LPLA) stake by 2.8% in Q2 2026, selling an estimated $104K and leaving 12,104 shares worth $3.41M. The position accounts for 0.19% of the portfolio, ranked #107.

Financiere des Professionnels first reported a position in LPLA in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q1 2026. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Financiere des Professionnels held 12,104 shares of LPL Financial worth $3.41M as of Q2 2026.
Financiere des Professionnels sold 345 LPL Financial shares in Q2 2026, an estimated $104K.
LPL Financial made up 0.19% of Financiere des Professionnels's portfolio in Q2 2026, its #107 holding.
Financiere des Professionnels first reported a position in LPL Financial in Q1 2024 and has held it in 7 quarters since.
Financiere des Professionnels's LPL Financial position peaked at $3.75M in Q1 2026.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.