Loomis, Sayles & Company
LPLA icon

Loomis, Sayles & Company’s LPL Financial LPLA Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-1,138
Closed -$406K – 752
2025
Q4 		$406K Buy
1,138
+955
+522% +$338K ﹤0.01% 517
2025
Q3 		$60.9K Buy
+183
New +$66.3K ﹤0.01% 601
2023
Q4 		– Sell
-36
Closed -$9K – 1010
2023
Q3 		$9K Buy
36
+11
+44% +$2.55K ﹤0.01% 808
2023
Q2 		$5K Sell
25
-24
-49% -$4.81K ﹤0.01% 844
2023
Q1 		$10K Sell
49
-14
-22% -$3.2K ﹤0.01% 847
2022
Q4 		$14K Buy
63
+54
+600% +$12.6K ﹤0.01% 764
2022
Q3 		$2K Hold
9
– – ﹤0.01% 821
2022
Q2 		$2K Buy
+9
New +$1.71K ﹤0.01% 854
2020
Q1 		– Sell
-7,257
Closed -$670K – 763
2019
Q4 		$670K Sell
7,257
-37,305
-84% -$3.2M ﹤0.01% 488
2019
Q3 		$3.65M Buy
44,562
+11,125
+33% +$890K 0.01% 444
2019
Q2 		$2.73M Hold
33,437
– – 0.01% 459
2019
Q1 		$2.33M Buy
+33,437
New +$2.41M ﹤0.01% 497

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 $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 $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company's LPLA Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,138 shares — an estimated $406K sold.

Loomis, Sayles & Company first reported a position in LPLA in Q1 2019 and held it in 12 quarters. The position peaked at $3.65M in Q3 2019. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,138 LPL Financial shares in Q1 2026, an estimated $406K.
  • Loomis, Sayles & Company first reported a position in LPL Financial in Q1 2019 and held it in 12 quarters.
  • Loomis, Sayles & Company's LPL Financial position peaked at $3.65M in Q3 2019.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.