Ostrum Asset Management’s LPL Financial LPLA Stock Holding History

Ostrum Asset Management’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	$1.7M	Buy	5,666 +2,691	+90%	+$903K	0.1%	159
2025 Q4	$1.06M	Sell	2,975 -989	-25%	-$350K	0.05%	259
2025 Q3	$1.32M	Buy	3,964 +1,352	+52%	+$490K	0.06%	258
2025 Q2	$979K	Sell	2,612 -76	-3%	-$26.6K	0.05%	308
2025 Q1	$879K	Sell	2,688 -1,500	-36%	-$522K	0.05%	323
2024 Q4	$1.37M	Sell	4,188 -3,419	-45%	-$1.01M	0.12%	262
2024 Q3	$1.77M	Buy	7,607 +2,045	+37%	+$461K	0.15%	234
2024 Q2	$1.55M	Sell	5,562 -433	-7%	-$118K	0.14%	236
2024 Q1	$1.58M	Buy	5,995 +3,359	+127%	+$848K	0.13%	268
2023 Q4	$600K	Sell	2,636 -845	-24%	-$190K	0.05%	390
2023 Q3	$827K	Sell	3,481 -24	-0.7%	-$5.57K	0.08%	356
2023 Q2	$762K	Buy	3,505 +3	+0.1%	+$601	0.06%	374
2023 Q1	$709K	Buy	+3,502	New	+$801K	0.06%	382

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

Ostrum Asset Management's LPLA Position: Q1 2026 in Review

Ostrum Asset Management increased its LPL Financial (LPLA) stake by 90% in Q1 2026, buying an estimated $903K and bringing the position to 5,666 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #159.

Ostrum Asset Management first reported a position in LPLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Ostrum Asset Management held 5,666 shares of LPL Financial worth $1.7M as of Q1 2026.
Ostrum Asset Management bought 2,691 LPL Financial shares in Q1 2026, an estimated $903K.
LPL Financial made up 0.1% of Ostrum Asset Management's portfolio in Q1 2026, its #159 holding.
Ostrum Asset Management first reported a position in LPL Financial in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's LPL Financial position peaked at $1.77M in Q3 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.