Nomura Asset Management
LPLA icon

Nomura Asset Management’s LPL Financial LPLA Stock Holding History

Nomura 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 		$7.22M Sell
25,625
-136
-0.5% -$40.8K 0.02% 547
2026
Q1 		$7.75M Buy
25,761
+184
+0.7% +$61.7K 0.02% 494
2025
Q4 		$9.14M Buy
25,577
+1,314
+5% +$465K 0.02% 455
2025
Q3 		$8.07M Sell
24,263
-90
-0.4% -$32.6K 0.02% 485
2025
Q2 		$9.13M Buy
24,353
+1,881
+8% +$659K 0.03% 459
2025
Q1 		$7.35M Buy
22,472
+1,144
+5% +$398K 0.02% 495
2024
Q4 		$6.96M Sell
21,328
-154
-0.7% -$45.5K 0.02% 499
2024
Q3 		$5M Sell
21,482
-7,481
-26% -$1.69M 0.02% 575
2024
Q2 		$8.09M Sell
28,963
-182
-0.6% -$49.4K 0.03% 423
2024
Q1 		$7.7M Sell
29,145
-1,415
-5% -$357K 0.03% 443
2023
Q4 		$6.96M Buy
30,560
+834
+3% +$187K 0.03% 454
2023
Q3 		$7.06M Sell
29,726
-234
-0.8% -$54.3K 0.03% 422
2023
Q2 		$6.51M Sell
29,960
-2,827
-9% -$566K 0.03% 445
2023
Q1 		$6.64M Sell
32,787
-2,015
-6% -$461K 0.03% 428
2022
Q4 		$7.52M Sell
34,802
-13,870
-28% -$3.24M 0.04% 381
2022
Q3 		$10.6M Buy
48,672
+577
+1% +$123K 0.07% 300
2022
Q2 		$8.87M Buy
48,095
+9,954
+26% +$1.89M 0.06% 324
2022
Q1 		$6.97M Buy
38,141
+6,291
+20% +$1.1M 0.04% 410
2021
Q4 		$5.1M Buy
+31,850
New +$5.26M 0.03% 489
2021
Q3 		– Sell
-35,244
Closed -$4.76M – 1006
2021
Q2 		$4.76M Buy
35,244
+1,914
+6% +$278K 0.03% 493
2021
Q1 		$4.74M Sell
33,330
-12,417
-27% -$1.58M 0.03% 467
2020
Q4 		$4.77M Hold
45,747
– – 0.03% 439
2020
Q3 		$3.51M Buy
45,747
+5,946
+15% +$472K 0.03% 454
2020
Q2 		$3.12M Buy
+39,801
New +$2.66M 0.03% 455
2017
Q1 		– Sell
-2,870
Closed -$102K – 1128
2016
Q4 		$102K Buy
+2,870
New +$100K ﹤0.01% 1001
2016
Q3 		– Sell
-2,870
Closed -$64K – 1007
2016
Q2 		$64K Buy
+2,870
New +$72.1K ﹤0.01% 1070

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

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

Nomura Asset Management reduced its LPL Financial (LPLA) stake by 0.53% in Q2 2026, selling an estimated $40.8K and leaving 25,625 shares worth $7.22M. The position accounts for 0.02% of the portfolio, ranked #547.

Nomura Asset Management first reported a position in LPLA in Q2 2016 and has held it in 26 quarters since. The position peaked at $10.6M in Q3 2022. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Nomura Asset Management held 25,625 shares of LPL Financial worth $7.22M as of Q2 2026.
  • Nomura Asset Management sold 136 LPL Financial shares in Q2 2026, an estimated $40.8K.
  • LPL Financial made up 0.02% of Nomura Asset Management's portfolio in Q2 2026, its #547 holding.
  • Nomura Asset Management first reported a position in LPL Financial in Q2 2016 and has held it in 26 quarters since.
  • Nomura Asset Management's LPL Financial position peaked at $10.6M in Q3 2022.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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