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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return