Jennison Associates
LPLA icon

Jennison Associates’s LPL Financial LPLA Stock Holding History

Jennison Associates’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 		$15.2M Sell
53,967
-81,254
-60% -$24.4M 0.01% 361
2026
Q1 		$40.7M Buy
135,221
+23,554
+21% +$7.9M 0.03% 251
2025
Q4 		$39.9M Sell
111,667
-993,283
-90% -$351M 0.02% 246
2025
Q3 		$368M Sell
1,104,950
-297,800
-21% -$108M 0.21% 47
2025
Q2 		$526M Buy
1,402,750
+443,379
+46% +$155M 0.31% 52
2025
Q1 		$314M Buy
959,371
+851,115
+786% +$296M 0.22% 62
2024
Q4 		$35.3M Buy
108,256
+13,406
+14% +$3.96M 0.02% 272
2024
Q3 		$22.1M Buy
94,850
+29,895
+46% +$6.74M 0.01% 332
2024
Q2 		$18.1M Buy
+64,955
New +$17.6M 0.01% 334
2020
Q1 		– Sell
-19,927
Closed -$1.84M – 668
2019
Q4 		$1.84M Buy
+19,927
New +$1.71M ﹤0.01% 479

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates's LPLA Position: Q2 2026 in Review

Jennison Associates reduced its LPL Financial (LPLA) stake by 60% in Q2 2026, selling an estimated $24.4M and leaving 53,967 shares worth $15.2M. The position accounts for 0.01% of the portfolio, ranked #361.

Jennison Associates first reported a position in LPLA in Q4 2019 and has held it in 10 quarters since. The position peaked at $526M in Q2 2025. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Jennison Associates held 53,967 shares of LPL Financial worth $15.2M as of Q2 2026.
  • Jennison Associates sold 81,254 LPL Financial shares in Q2 2026, an estimated $24.4M.
  • LPL Financial made up 0.01% of Jennison Associates's portfolio in Q2 2026, its #361 holding.
  • Jennison Associates first reported a position in LPL Financial in Q4 2019 and has held it in 10 quarters since.
  • Jennison Associates's LPL Financial position peaked at $526M in Q2 2025.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.