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MetLife Investment Management’s LPL Financial LPLA Stock Holding History

MetLife Investment Management’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 		$1.47M Sell
4,903
-244
-5% -$81.9K 0.01% 1219
2025
Q4 		$1.84M Buy
5,147
+45
+0.9% +$15.9K 0.01% 1118
2025
Q3 		$1.7M Buy
5,102
+147
+3% +$53.3K 0.01% 1172
2025
Q2 		$1.86M Buy
4,955
+376
+8% +$132K 0.01% 1028
2025
Q1 		$1.5M Sell
4,579
-10
-0.2% -$3.48K 0.01% 1176
2024
Q4 		$1.5M Sell
4,589
-104
-2% -$30.8K 0.01% 1210
2024
Q3 		$1.09M Sell
4,693
-92
-2% -$20.7K 0.01% 1345
2024
Q2 		$1.34M Buy
4,785
+201
+4% +$54.6K 0.01% 1192
2024
Q1 		$1.21M Buy
4,584
+14
+0.3% +$3.53K 0.01% 1194
2023
Q4 		$1.04M Sell
4,570
-225
-5% -$50.6K 0.01% 1268
2023
Q3 		$1.14M Buy
4,795
+2
+0% +$464 0.01% 1166
2023
Q2 		$1.04M Sell
4,793
-31
-0.6% -$6.21K 0.01% 1248
2023
Q1 		$976K Buy
4,824
+11
+0.2% +$2.52K 0.01% 1230
2022
Q4 		$1.04M Sell
4,813
-127
-3% -$29.7K 0.01% 1199
2022
Q3 		$1.08M Buy
4,940
+4
+0.1% +$851 0.01% 1147
2022
Q2 		$911K Sell
4,936
-215
-4% -$40.8K 0.01% 1259
2022
Q1 		$941K Buy
+5,151
New +$897K 0.01% 1374
2019
Q2 		– Sell
-115
Closed -$8.01K – 2529
2019
Q1 		$8.01K Sell
115
-2
-2% -$144 ﹤0.01% 2428
2018
Q4 		$7.15K Sell
117
-3
-3% -$183 ﹤0.01% 2421
2018
Q3 		$7.74K Buy
+120
New +$7.96K ﹤0.01% 2477

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

MetLife Investment Management's LPLA Position: Q1 2026 in Review

MetLife Investment Management reduced its LPL Financial (LPLA) stake by 4.7% in Q1 2026, selling an estimated $81.9K and leaving 4,903 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #1219.

MetLife Investment Management first reported a position in LPLA in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.86M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • MetLife Investment Management held 4,903 shares of LPL Financial worth $1.47M as of Q1 2026.
  • MetLife Investment Management sold 244 LPL Financial shares in Q1 2026, an estimated $81.9K.
  • LPL Financial made up 0.01% of MetLife Investment Management's portfolio in Q1 2026, its #1219 holding.
  • MetLife Investment Management first reported a position in LPL Financial in Q3 2018 and has held it in 20 quarters since.
  • MetLife Investment Management's LPL Financial position peaked at $1.86M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.