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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

OMERS Administration Corp's LPLA Position: Q1 2026 in Review

OMERS Administration Corp increased its LPL Financial (LPLA) stake by 27% in Q1 2026, buying an estimated $279K and bringing the position to 3,973 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #620.

OMERS Administration Corp first reported a position in LPLA in Q2 2015 and has held it in 10 quarters since. The position peaked at $12.5M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

OMERS Administration Corp held 3,973 shares of LPL Financial worth $1.2M as of Q1 2026.
OMERS Administration Corp bought 833 LPL Financial shares in Q1 2026, an estimated $279K.
LPL Financial made up 0.01% of OMERS Administration Corp's portfolio in Q1 2026, its #620 holding.
OMERS Administration Corp first reported a position in LPL Financial in Q2 2015 and has held it in 10 quarters since.
OMERS Administration Corp's LPL Financial position peaked at $12.5M in Q1 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on OMERS Administration Corp's 13F filing for Q1 2026, filed 15 May 2026.