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Ossiam’s LPL Financial LPLA Stock Holding History

Ossiam’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 		$96.9K Buy
344
+258
+300% +$77.4K ﹤0.01% 605
2026
Q1 		$25.9K Buy
86
+66
+330% +$22.1K ﹤0.01% 379
2025
Q4 		$7.14K Sell
20
-75
-79% -$26.5K ﹤0.01% 379
2025
Q3 		$31.6K Sell
95
-168
-64% -$60.9K ﹤0.01% 666
2025
Q2 		$98.6K Buy
+263
New +$92.1K ﹤0.01% 578
2024
Q4 		– Sell
-4,455
Closed -$1.04M – 645
2024
Q3 		$1.04M Buy
4,455
+46
+1% +$10.4K 0.02% 341
2024
Q2 		$1.23M Buy
4,409
+773
+21% +$210K 0.02% 320
2024
Q1 		$961K Buy
3,636
+661
+22% +$167K 0.02% 386
2023
Q4 		$677K Buy
2,975
+326
+12% +$73.3K 0.01% 428
2023
Q3 		$630K Sell
2,649
-29,377
-92% -$6.82M 0.01% 428
2023
Q2 		$6.96M Buy
32,026
+31,265
+4,108% +$6.26M 0.13% 116
2023
Q1 		$154K Sell
761
-2
-0.3% -$457 ﹤0.01% 518
2022
Q4 		$165K Hold
763
– – ﹤0.01% 499
2022
Q3 		$167K Buy
+763
New +$162K ﹤0.01% 465

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 $3.37T AUM 44.26% 1-Year Est. Return

Ossiam's LPLA Position: Q2 2026 in Review

Ossiam increased its LPL Financial (LPLA) stake by 300% in Q2 2026, buying an estimated $77.4K and bringing the position to 344 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Ossiam first reported a position in LPLA in Q3 2022 and has held it in 14 quarters since. The position peaked at $6.96M in Q2 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ossiam held 344 shares of LPL Financial worth $96.9K as of Q2 2026.
  • Ossiam bought 258 LPL Financial shares in Q2 2026, an estimated $77.4K.
  • LPL Financial made up ﹤0.01% of Ossiam's portfolio in Q2 2026, its #605 holding.
  • Ossiam first reported a position in LPL Financial in Q3 2022 and has held it in 14 quarters since.
  • Ossiam's LPL Financial position peaked at $6.96M in Q2 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.