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Nissay Asset Management’s LPL Financial LPLA Stock Holding History

Nissay 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 		$3.03M Buy
10,760
+459
+4% +$138K 0.01% 457
2026
Q1 		$3.1M Buy
10,301
+63
+0.6% +$21.1K 0.02% 415
2025
Q4 		$3.66M Buy
10,238
+115
+1% +$40.7K 0.02% 376
2025
Q3 		$3.37M Buy
10,123
+183
+2% +$66.3K 0.02% 387
2025
Q2 		$3.73M Buy
9,940
+645
+7% +$226K 0.02% 367
2025
Q1 		$3.04M Buy
9,295
+126
+1% +$43.9K 0.02% 410
2024
Q4 		$3.04M Sell
9,169
-15
-0.2% -$4.44K 0.02% 418
2024
Q3 		$2.14M Buy
9,184
+296
+3% +$66.7K 0.01% 516
2024
Q2 		$2.48M Buy
8,888
+62
+0.7% +$16.8K 0.02% 442
2024
Q1 		$2.33M Buy
8,826
+155
+2% +$39.1K 0.02% 457
2023
Q4 		$1.97M Buy
8,671
+156
+2% +$35.1K 0.02% 469
2023
Q3 		$2.02M Buy
8,515
+167
+2% +$38.8K 0.02% 429
2023
Q2 		$1.82M Sell
8,348
-194
-2% -$38.8K 0.02% 470
2023
Q1 		$1.73M Sell
8,542
-314
-4% -$71.8K 0.02% 464
2022
Q4 		$1.91M Sell
8,856
-198
-2% -$46.3K 0.02% 450
2022
Q3 		$1.98M Buy
9,054
+321
+4% +$68.3K 0.02% 422
2022
Q2 		$1.61M Buy
+8,733
New +$1.66M 0.02% 469

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

Nissay Asset Management's LPLA Position: Q2 2026 in Review

Nissay Asset Management increased its LPL Financial (LPLA) stake by 4.5% in Q2 2026, buying an estimated $138K and bringing the position to 10,760 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #457.

Nissay Asset Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Nissay Asset Management held 10,760 shares of LPL Financial worth $3.03M as of Q2 2026.
  • Nissay Asset Management bought 459 LPL Financial shares in Q2 2026, an estimated $138K.
  • LPL Financial made up 0.01% of Nissay Asset Management's portfolio in Q2 2026, its #457 holding.
  • Nissay Asset Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Nissay Asset Management's LPL Financial position peaked at $3.73M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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