Natixis’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-897
| Closed | -$320K | – | 1235 |
|
|
2025
Q4 | $320K | Sell |
897
-1,036
| -54% | -$366K | ﹤0.01% | 894 |
|
|
2025
Q3 | $643K | Buy |
1,933
+1,089
| +129% | +$395K | ﹤0.01% | 745 |
|
|
2025
Q2 | $316K | Buy |
844
+361
| +75% | +$126K | ﹤0.01% | 760 |
|
|
2025
Q1 | $159K | Buy |
483
+112
| +30% | +$39K | ﹤0.01% | 758 |
|
|
2024
Q4 | $121K | Buy |
+371
| New | +$110K | ﹤0.01% | 826 |
|
|
2024
Q1 | – | Sell |
-5,098
| Closed | -$1.16M | – | 1133 |
|
|
2023
Q4 | $1.16M | Buy |
5,098
+4,128
| +426% | +$928K | 0.01% | 504 |
|
|
2023
Q3 | $231K | Sell |
970
-48,338
| -98% | -$11.2M | ﹤0.01% | 696 |
|
|
2023
Q2 | $10.7M | Buy |
+49,308
| New | +$9.87M | 0.09% | 185 |
|
|
2023
Q1 | – | Sell |
-11,363
| Closed | -$2.46M | – | 1103 |
|
|
2022
Q4 | $2.46M | Buy |
+11,363
| New | +$2.66M | 0.01% | 497 |
|
|
2020
Q3 | – | Sell |
-9,200
| Closed | -$721K | – | 836 |
|
|
2020
Q2 | $721K | Buy |
+9,200
| New | +$615K | 0.01% | 563 |
|
|
2019
Q4 | – | Sell |
-70,382
| Closed | -$5.76M | – | 905 |
|
|
2019
Q3 | $5.76M | Sell |
70,382
-12,897
| -15% | -$1.03M | 0.04% | 332 |
|
|
2019
Q2 | $6.79M | Buy |
83,279
+54,430
| +189% | +$4.31M | 0.05% | 272 |
|
|
2019
Q1 | $2M | Buy |
28,849
+5,909
| +26% | +$426K | 0.01% | 498 |
|
|
2018
Q4 | $1.4M | Buy |
+22,940
| New | +$1.4M | 0.01% | 468 |
|
|
2018
Q3 | – | Sell |
-54,533
| Closed | -$3.57M | – | 913 |
|
|
2018
Q2 | $3.57M | Buy |
+54,533
| New | +$3.58M | 0.02% | 426 |
|
|
2017
Q4 | – | Sell |
-23,007
| Closed | -$1.19M | – | 1025 |
|
|
2017
Q3 | $1.19M | Buy |
+23,007
| New | +$1.06M | 0.01% | 493 |
|
|
2015
Q2 | – | Sell |
-52,000
| Closed | -$2.28M | – | 411 |
|
|
2015
Q1 | $2.28M | Hold |
52,000
| – | – | 0.03% | 182 |
|
|
2014
Q4 | $2.32M | Hold |
52,000
| – | – | 0.03% | 168 |
|
|
2014
Q3 | $2.4M | Sell |
52,000
-24,000
| -32% | -$1.16M | 0.04% | 187 |
|
|
2014
Q2 | $3.78M | Sell |
76,000
-124,000
| -62% | -$6.01M | 0.05% | 196 |
|
|
2014
Q1 | $10.5M | Sell |
200,000
-200
| -0.1% | -$10.6K | 0.14% | 129 |
|
|
2013
Q4 | $9.41M | Buy |
200,200
+200
| +0.1% | +$8.39K | 0.08% | 182 |
|
|
2013
Q3 | $7.66M | Buy |
+200,000
| New | +$7.65M | 0.08% | 200 |
|
Other funds holding LPLA
VPM
VCM
SC
Natixis's LPLA Position: Q1 2026 in Review
Natixis sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 897 shares — an estimated $320K sold.
Natixis first reported a position in LPLA in Q3 2013 and held it in 23 quarters. The position peaked at $10.7M in Q2 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Natixis reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
- Natixis sold 897 LPL Financial shares in Q1 2026, an estimated $320K.
- Natixis first reported a position in LPL Financial in Q3 2013 and held it in 23 quarters.
- Natixis's LPL Financial position peaked at $10.7M in Q2 2023.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.