MetLife Investment Management
LPLA icon

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
Q2 		$683K Sell
2,426
-2,477
-51% -$743K ﹤0.01% 1747
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
-345
Closed -$24K – 2533
2019
Q1 		$24K Buy
345
+228
+195% +$16.4K ﹤0.01% 2425
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 $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
Jupiter Topco
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
Samlyn Capital
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

MetLife Investment Management's LPLA Position: Q2 2026 in Review

MetLife Investment Management reduced its LPL Financial (LPLA) stake by 51% in Q2 2026, selling an estimated $743K and leaving 2,426 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

MetLife Investment Management first reported a position in LPLA in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.86M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MetLife Investment Management held 2,426 shares of LPL Financial worth $683K as of Q2 2026.
  • MetLife Investment Management sold 2,477 LPL Financial shares in Q2 2026, an estimated $743K.
  • LPL Financial made up ﹤0.01% of MetLife Investment Management's portfolio in Q2 2026, its #1747 holding.
  • MetLife Investment Management first reported a position in LPL Financial in Q3 2018 and has held it in 21 quarters since.
  • MetLife Investment Management's LPL Financial position peaked at $1.86M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MetLife Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.