Mitsubishi UFJ Asset Management
LPLA icon

Mitsubishi UFJ Asset Management’s LPL Financial LPLA Stock Holding History

Mitsubishi UFJ Asset 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 		$26.9M Buy
95,357
+9,426
+11% +$2.83M 0.01% 500
2026
Q1 		$25.9M Buy
85,931
+7,939
+10% +$2.66M 0.02% 484
2025
Q4 		$28.2M Buy
77,992
+5,179
+7% +$1.83M 0.02% 479
2025
Q3 		$24.2M Buy
72,813
+4,269
+6% +$1.55M 0.02% 483
2025
Q2 		$25.7M Buy
68,544
+10,293
+18% +$3.61M 0.02% 471
2025
Q1 		$19.1M Buy
58,251
+3,620
+7% +$1.26M 0.02% 500
2024
Q4 		$18.2M Buy
54,631
+4,869
+10% +$1.44M 0.02% 498
2024
Q3 		$11.6M Buy
49,762
+5,647
+13% +$1.27M 0.01% 553
2024
Q2 		$12.3M Buy
44,115
+4,784
+12% +$1.3M 0.02% 520
2024
Q1 		$10.4M Buy
39,331
+5,101
+15% +$1.29M 0.01% 533
2023
Q4 		$7.97M Buy
34,230
+33
+0.1% +$7.42K 0.01% 541
2023
Q3 		$8.13M Buy
34,197
+5,121
+18% +$1.19M 0.02% 524
2023
Q2 		$6.32M Buy
29,076
+1,326
+5% +$266K 0.01% 557
2023
Q1 		$5.62M Buy
27,750
+1,506
+6% +$344K 0.01% 557
2022
Q4 		$5.7M Buy
26,244
+3,664
+16% +$857K 0.02% 543
2022
Q3 		$4.93M Buy
22,580
+1,943
+9% +$413K 0.02% 550
2022
Q2 		$3.81M Buy
+20,637
New +$3.92M 0.02% 590

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
JT
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
SC
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 $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management's LPLA Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $2.83M and bringing the position to 95,357 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #500.

Mitsubishi UFJ Asset Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $28.2M in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 95,357 shares of LPL Financial worth $26.9M as of Q2 2026.
  • Mitsubishi UFJ Asset Management bought 9,426 LPL Financial shares in Q2 2026, an estimated $2.83M.
  • LPL Financial made up 0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #500 holding.
  • Mitsubishi UFJ Asset Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Mitsubishi UFJ Asset Management's LPL Financial position peaked at $28.2M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.