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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
Q2 		$2.3M Buy
8,173
+2,507
+44% +$752K 0.11% 143
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
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

Ostrum Asset Management's LPLA Position: Q2 2026 in Review

Ostrum Asset Management increased its LPL Financial (LPLA) stake by 44% in Q2 2026, buying an estimated $752K and bringing the position to 8,173 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #143.

Ostrum Asset Management first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ostrum Asset Management held 8,173 shares of LPL Financial worth $2.3M as of Q2 2026.
  • Ostrum Asset Management bought 2,507 LPL Financial shares in Q2 2026, an estimated $752K.
  • LPL Financial made up 0.11% of Ostrum Asset Management's portfolio in Q2 2026, its #143 holding.
  • Ostrum Asset Management first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.