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Generali Asset Management’s LPL Financial LPLA Stock Holding History

Generali 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 		$729K Sell
2,588
-783
-23% -$235K 0.01% 368
2026
Q1 		$1.01M Sell
3,371
-1,890
-36% -$634K 0.02% 386
2025
Q4 		$1.88M Buy
+5,261
New +$1.86M 0.04% 310
2025
Q3 		– Sell
-5,955
Closed -$2.23M – 512
2025
Q2 		$2.23M Buy
+5,955
New +$2.09M 0.05% 282
2025
Q1 		– Sell
-3,159
Closed -$1.03M – 508
2024
Q4 		$1.03M Buy
+3,159
New +$934K 0.03% 363

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Generali Asset Management's LPLA Position: Q2 2026 in Review

Generali Asset Management reduced its LPL Financial (LPLA) stake by 23% in Q2 2026, selling an estimated $235K and leaving 2,588 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #368.

Generali Asset Management first reported a position in LPLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Generali Asset Management held 2,588 shares of LPL Financial worth $729K as of Q2 2026.
  • Generali Asset Management sold 783 LPL Financial shares in Q2 2026, an estimated $235K.
  • LPL Financial made up 0.01% of Generali Asset Management's portfolio in Q2 2026, its #368 holding.
  • Generali Asset Management first reported a position in LPL Financial in Q4 2024 and has held it in 5 quarters since.
  • Generali Asset Management's LPL Financial position peaked at $2.23M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.