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LPLA icon

IFM Investors’s LPL Financial LPLA Stock Holding History

IFM Investors’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 		$5.79M Buy
19,251
+1,197
+7% +$402K 0.05% 332
2025
Q4 		$6.45M Buy
18,054
+675
+4% +$239K 0.05% 308
2025
Q3 		$5.92M Hold
17,379
– – 0.05% 306
2025
Q2 		$6.52M Buy
17,379
+2,684
+18% +$940K 0.06% 291
2025
Q1 		$4.81M Hold
14,695
– – 0.05% 334
2024
Q4 		$4.8M Sell
14,695
-1,181
-7% -$349K 0.05% 347
2024
Q3 		$3.69M Buy
15,876
+303
+2% +$68.3K 0.04% 427
2024
Q2 		$4.35M Hold
15,573
– – 0.04% 368
2024
Q1 		$4.11M Sell
15,573
-271
-2% -$68.4K 0.04% 370
2023
Q4 		$3.61M Hold
15,844
– – 0.04% 379
2023
Q3 		$3.77M Sell
15,844
-536
-3% -$124K 0.05% 350
2023
Q2 		$3.56M Sell
16,380
-562
-3% -$113K 0.05% 377
2023
Q1 		$3.43M Buy
16,942
+246
+1% +$56.2K 0.05% 356
2022
Q4 		$3.61M Buy
16,696
+2,501
+18% +$585K 0.06% 330
2022
Q3 		$3.1M Buy
14,195
+575
+4% +$122K 0.06% 338
2022
Q2 		$2.51M Buy
+13,620
New +$2.59M 0.04% 392

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