OMERS Administration Corp’s LPL Financial LPLA Stock Holding History

OMERS Administration Corp’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	$1.25M	Buy	4,455 +482	+12%	+$145K	0.01%	663
2026 Q1	$1.2M	Buy	3,973 +833	+27%	+$279K	0.01%	620
2025 Q4	$1.12M	Sell	3,140 -4,592	-59%	-$1.62M	0.01%	506
2025 Q3	$2.57M	Hold	7,732	–	–	0.02%	333
2025 Q2	$2.9M	Sell	7,732 -30,500	-80%	-$10.7M	0.02%	257
2025 Q1	$12.5M	Buy	38,232 +30,592	+400%	+$10.7M	0.11%	83
2024 Q4	$2.49M	Sell	7,640 -2,477	-24%	-$732K	0.02%	279
2024 Q3	$2.35M	Sell	10,117 -1,300	-11%	-$293K	0.02%	343
2024 Q2	$3.19M	Buy	+11,417	New	+$3.1M	0.03%	235
2015 Q4	–	Sell	-18,000	Closed	-$716K	–	516
2015 Q3	$716K	Sell	18,000 -11,600	-39%	-$499K	0.02%	276
2015 Q2	$1.38M	Buy	+29,600	New	+$1.28M	0.05%	219

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OMERS Administration Corp's LPLA Position: Q2 2026 in Review

OMERS Administration Corp increased its LPL Financial (LPLA) stake by 12% in Q2 2026, buying an estimated $145K and bringing the position to 4,455 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #663.

OMERS Administration Corp first reported a position in LPLA in Q2 2015 and has held it in 11 quarters since. The position peaked at $12.5M in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

OMERS Administration Corp held 4,455 shares of LPL Financial worth $1.25M as of Q2 2026.
OMERS Administration Corp bought 482 LPL Financial shares in Q2 2026, an estimated $145K.
LPL Financial made up 0.01% of OMERS Administration Corp's portfolio in Q2 2026, its #663 holding.
OMERS Administration Corp first reported a position in LPL Financial in Q2 2015 and has held it in 11 quarters since.
OMERS Administration Corp's LPL Financial position peaked at $12.5M in Q1 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on OMERS Administration Corp's 13F filing for Q2 2026, filed 13 Aug 2026.