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Lombard Odier Asset Management (Switzerland)’s LPL Financial LPLA Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 		$490K Buy
+1,630
New +$547K 0.02% 369
2024
Q2 		– Sell
-2,087
Closed -$551K – 289
2024
Q1 		$551K Buy
+2,087
New +$527K 0.04% 287
2023
Q2 		– Sell
-1,606
Closed -$325K – 279
2023
Q1 		$325K Buy
+1,606
New +$367K 0.03% 332

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T 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 $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s LPLA Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) opened a new position in LPL Financial (LPLA) in Q1 2026: 1,630 shares worth $490K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings. This is a return to the name: Lombard Odier Asset Management (Switzerland) previously reported a position in LPLA as recently as Q1 2024.

Lombard Odier Asset Management (Switzerland) first reported a position in LPLA in Q1 2023 and has held it in 3 quarters since. The position peaked at $551K in Q1 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Lombard Odier Asset Management (Switzerland) held 1,630 shares of LPL Financial worth $490K as of Q1 2026.
  • LPL Financial was a new Lombard Odier Asset Management (Switzerland) position in Q1 2026.
  • LPL Financial made up 0.02% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #369 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in LPL Financial in Q1 2023 and has held it in 3 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s LPL Financial position peaked at $551K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.