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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
Q2 		– Sell
-2,595
Closed -$764K – 548
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Northwest & Ethical Investments's LPLA Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2,595 shares — an estimated $764K sold.

Northwest & Ethical Investments first reported a position in LPLA in Q1 2017 and held it in 13 quarters. The position peaked at $2.86M in Q4 2019. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,595 LPL Financial shares in Q2 2026, an estimated $764K.
  • Northwest & Ethical Investments first reported a position in LPL Financial in Q1 2017 and held it in 13 quarters.
  • Northwest & Ethical Investments's LPL Financial position peaked at $2.86M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.