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Investment Management Corp of Ontario (IMCO)’s LPL Financial LPLA Stock Holding History

Investment Management Corp of Ontario (IMCO)’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 		$1.44M Sell
5,102
-640
-11% -$192K 0.02% 495
2026
Q1 		$1.73M Sell
5,742
-371
-6% -$124K 0.02% 457
2025
Q4 		$2.18M Buy
6,113
+2,347
+62% +$830K 0.03% 409
2025
Q3 		$1.25M Buy
3,766
+1,019
+37% +$369K 0.02% 429
2025
Q2 		$1.03M Sell
2,747
-200
-7% -$70.1K 0.02% 412
2025
Q1 		$964K Buy
2,947
+886
+43% +$309K 0.02% 411
2024
Q4 		$673K Sell
2,061
-400
-16% -$118K 0.02% 267
2024
Q3 		$573K Buy
2,461
+800
+48% +$180K 0.01% 510
2024
Q2 		$464K Buy
1,661
+400
+32% +$109K 0.01% 459
2024
Q1 		$333K Sell
1,261
-9,561
-88% -$2.41M 0.01% 486
2023
Q4 		$2.46M Sell
10,822
-6,481
-37% -$1.46M 0.06% 216
2023
Q3 		$4.11M Buy
17,303
+12,948
+297% +$3.01M 0.16% 89
2023
Q2 		$947K Sell
4,355
-2,898
-40% -$580K 0.04% 152
2023
Q1 		$1.47M Buy
7,253
+1,131
+18% +$259K 0.06% 117
2022
Q4 		$1.32M Buy
+6,122
New +$1.43M 0.06% 129

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 $3.38T AUM 44.17% 1-Year Est. Return

Investment Management Corp of Ontario (IMCO)'s LPLA Position: Q2 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its LPL Financial (LPLA) stake by 11% in Q2 2026, selling an estimated $192K and leaving 5,102 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #495.

Investment Management Corp of Ontario (IMCO) first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.11M in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Investment Management Corp of Ontario (IMCO) held 5,102 shares of LPL Financial worth $1.44M as of Q2 2026.
  • Investment Management Corp of Ontario (IMCO) sold 640 LPL Financial shares in Q2 2026, an estimated $192K.
  • LPL Financial made up 0.02% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q2 2026, its #495 holding.
  • Investment Management Corp of Ontario (IMCO) first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Investment Management Corp of Ontario (IMCO)'s LPL Financial position peaked at $4.11M in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q2 2026, filed 14 Aug 2026.