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Northwest & Ethical Investments’s LPL Financial LPLA Stock Holding History

Northwest & Ethical Investments’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 		$764K Buy
2,595
+1,045
+67% +$351K 0.02% 341
2025
Q4 		$558K Buy
+1,550
New +$548K 0.01% 388
2025
Q3 		– Sell
-5,460
Closed -$1.99M – 530
2025
Q2 		$1.99M Buy
5,460
+900
+20% +$315K 0.05% 256
2025
Q1 		$1.49M Buy
4,560
+3,260
+251% +$1.14M 0.04% 278
2024
Q4 		$424K Buy
+1,300
New +$384K 0.01% 354
2024
Q2 		– Sell
-600
Closed -$159K – 506
2024
Q1 		$159K Buy
+600
New +$151K ﹤0.01% 411
2020
Q3 		– Sell
-21,635
Closed -$1.7M – 412
2020
Q2 		$1.7M Sell
21,635
-3,134
-13% -$209K 0.08% 254
2020
Q1 		$1.35M Sell
24,769
-6,253
-20% -$504K 0.08% 260
2019
Q4 		$2.86M Hold
31,022
– – 0.13% 209
2019
Q3 		$2.54M Sell
31,022
-3,031
-9% -$243K 0.12% 214
2019
Q2 		$2.78M Buy
34,053
+6,889
+25% +$545K 0.14% 206
2019
Q1 		$1.89M Buy
+27,164
New +$1.96M 0.1% 257
2017
Q2 		– Sell
-31,403
Closed -$1.25M – 385
2017
Q1 		$1.25M Buy
+31,403
New +$1.23M 0.08% 255

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
VPM
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
VCM
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northwest & Ethical Investments's LPLA Position: Q1 2026 in Review

Northwest & Ethical Investments increased its LPL Financial (LPLA) stake by 67% in Q1 2026, buying an estimated $351K and bringing the position to 2,595 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #341.

Northwest & Ethical Investments first reported a position in LPLA in Q1 2017 and has held it in 13 quarters since. The position peaked at $2.86M in Q4 2019. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Northwest & Ethical Investments held 2,595 shares of LPL Financial worth $764K as of Q1 2026.
  • Northwest & Ethical Investments bought 1,045 LPL Financial shares in Q1 2026, an estimated $351K.
  • LPL Financial made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #341 holding.
  • Northwest & Ethical Investments first reported a position in LPL Financial in Q1 2017 and has held it in 13 quarters since.
  • Northwest & Ethical Investments's LPL Financial position peaked at $2.86M in Q4 2019.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.