Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s LPL Financial LPLA Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$10M Buy
35,646
+1,217
+4% +$365K 0.02% 513
2026
Q1 		$10.4M Sell
34,429
-1,317
-4% -$442K 0.03% 492
2025
Q4 		$12.8M Sell
35,746
-5,145
-13% -$1.82M 0.03% 457
2025
Q3 		$13.6M Buy
40,891
+1,131
+3% +$410K 0.03% 480
2025
Q2 		$14.9M Sell
39,760
-4,011
-9% -$1.41M 0.03% 449
2025
Q1 		$14.3M Buy
43,771
+384
+0.9% +$134K 0.04% 441
2024
Q4 		$14.2M Sell
43,387
-11,190
-21% -$3.31M 0.03% 483
2024
Q3 		$12.7M Buy
54,577
+8,889
+19% +$2M 0.03% 528
2024
Q2 		$12.8M Sell
45,688
-9,422
-17% -$2.56M 0.03% 494
2024
Q1 		$14.6M Sell
55,110
-20,209
-27% -$5.1M 0.03% 480
2023
Q4 		$17.1M Sell
75,319
-11,523
-13% -$2.59M 0.04% 429
2023
Q3 		$20.6M Sell
86,842
-7,313
-8% -$1.7M 0.05% 372
2023
Q2 		$20.5M Buy
94,155
+14,527
+18% +$2.91M 0.05% 385
2023
Q1 		$16.1M Buy
79,628
+19,139
+32% +$4.38M 0.04% 447
2022
Q4 		$13.1M Buy
60,489
+9,825
+19% +$2.3M 0.03% 489
2022
Q3 		$11.1M Buy
50,664
+4,611
+10% +$981K 0.03% 496
2022
Q2 		$8.5M Buy
46,053
+41,451
+901% +$7.87M 0.02% 580
2022
Q1 		$841K Sell
4,602
-786
-15% -$137K ﹤0.01% 916
2021
Q4 		$863K Sell
5,388
-558
-9% -$92.1K ﹤0.01% 953
2021
Q3 		$932K Hold
5,946
– – ﹤0.01% 943
2021
Q2 		$803K Sell
5,946
-332
-5% -$48.3K ﹤0.01% 984
2021
Q1 		$654K Sell
6,278
-1,622
-21% -$207K ﹤0.01% 977
2020
Q4 		$823K Sell
7,900
-1,500
-16% -$135K ﹤0.01% 962
2020
Q3 		$721K Hold
9,400
– – ﹤0.01% 933
2020
Q2 		$737K Sell
9,400
-200
-2% -$13.4K ﹤0.01% 902
2020
Q1 		$523K Hold
9,600
– – ﹤0.01% 928
2019
Q4 		$886K Sell
9,600
-1,400
-13% -$120K ﹤0.01% 923
2019
Q3 		$901K Buy
+11,000
New +$880K ﹤0.01% 911

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 $3.38T AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's LPLA Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its LPL Financial (LPLA) stake by 3.5% in Q2 2026, buying an estimated $365K and bringing the position to 35,646 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #513.

Mitsubishi UFJ Trust & Banking first reported a position in LPLA in Q3 2019 and has held it in 28 quarters since. The position peaked at $20.6M in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 35,646 shares of LPL Financial worth $10M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking bought 1,217 LPL Financial shares in Q2 2026, an estimated $365K.
  • LPL Financial made up 0.02% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #513 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in LPL Financial in Q3 2019 and has held it in 28 quarters since.
  • Mitsubishi UFJ Trust & Banking's LPL Financial position peaked at $20.6M in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.