Osaic Holdings
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Osaic Holdings’s LPL Financial LPLA Stock Holding History

Osaic Holdings’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
Q3 		$5.07M Buy
16,563
+439
+3% +$149K 0.01% 1517
2026
Q2 		$4.54M Buy
16,124
+1,762
+12% +$529K 0.01% 1601
2026
Q1 		$4.32M Buy
14,362
+3,289
+30% +$1.1M 0.01% 1456
2025
Q4 		$3.96M Sell
11,073
-1,837
-14% -$650K 0.01% 1550
2025
Q3 		$4.57M Sell
12,910
-174
-1% -$63.1K 0.01% 1536
2025
Q2 		$4.9M Buy
13,084
+2,673
+26% +$936K 0.01% 1252
2025
Q1 		$3.41M Buy
10,411
+3,403
+49% +$1.18M 0.01% 1278
2024
Q4 		$2.29M Sell
7,008
-2,072
-23% -$613K 0.01% 1558
2024
Q3 		$2.11M Sell
9,080
-864
-9% -$195K ﹤0.01% 1668
2024
Q2 		$2.78M Buy
9,944
+920
+10% +$250K 0.01% 1406
2024
Q1 		$2.38M Sell
9,024
-27,640
-75% -$6.98M 0.01% 1564
2023
Q4 		$8.35M Sell
36,664
-21,799
-37% -$4.9M 0.01% 891
2023
Q3 		$13.9M Buy
58,463
+15,111
+35% +$3.51M 0.02% 703
2023
Q2 		$9.44M Sell
43,352
-1,787
-4% -$358K 0.02% 793
2023
Q1 		$9.13M Sell
45,139
-6,301
-12% -$1.44M 0.02% 809
2022
Q4 		$11.1M Sell
51,440
-2,864
-5% -$670K 0.02% 685
2022
Q3 		$11.9M Buy
54,304
+10,247
+23% +$2.18M 0.03% 572
2022
Q2 		$8.12M Buy
44,057
+14,826
+51% +$2.82M 0.02% 776
2022
Q1 		$5.86M Sell
29,231
-722
-2% -$126K 0.01% 1077
2021
Q4 		$4.8M Buy
29,953
+1,448
+5% +$239K 0.01% 1133
2021
Q3 		$4.46M Buy
28,505
+926
+3% +$133K 0.01% 1125
2021
Q2 		$3.73M Buy
27,579
+3,498
+15% +$509K 0.01% 1234
2021
Q1 		$3.42M Buy
24,081
+15,759
+189% +$2.01M 0.01% 1194
2020
Q4 		$866K Sell
8,322
-200
-2% -$18K ﹤0.01% 2167
2020
Q3 		$656K Sell
8,522
-797
-9% -$63.3K ﹤0.01% 2183
2020
Q2 		$729K Sell
9,319
-4,063
-30% -$271K ﹤0.01% 2015
2020
Q1 		$720K Buy
+13,382
New +$1.08M ﹤0.01% 1782

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Osaic Holdings's LPLA Position: Q3 2026 in Review

Osaic Holdings increased its LPL Financial (LPLA) stake by 2.7% in Q3 2026, buying an estimated $149K and bringing the position to 16,563 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #1517.

Osaic Holdings first reported a position in LPLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.9M in Q3 2023. 536 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Osaic Holdings held 16,563 shares of LPL Financial worth $5.07M as of Q3 2026.
  • Osaic Holdings bought 439 LPL Financial shares in Q3 2026, an estimated $149K.
  • LPL Financial made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1517 holding.
  • Osaic Holdings first reported a position in LPL Financial in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's LPL Financial position peaked at $13.9M in Q3 2023.
  • 536 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.