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Oversea-Chinese Banking Corp (OCBC)’s LPL Financial LPLA Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2024
Q4 		– Sell
-1,153
Closed -$268K – 413
2024
Q3 		$268K Sell
1,153
-2,306
-67% -$520K 0.01% 349
2024
Q2 		$966K Buy
3,459
+56
+2% +$15.2K 0.03% 222
2024
Q1 		$899K Hold
3,403
– – 0.03% 231
2023
Q4 		$775K Buy
3,403
+655
+24% +$147K 0.03% 205
2023
Q3 		$653K Buy
+2,748
New +$638K 0.03% 226

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s LPLA Position: Q4 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 1,153 shares — an estimated $268K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in LPLA in Q3 2023 and held it in 5 quarters. The position peaked at $966K in Q2 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 1,153 LPL Financial shares in Q4 2024, an estimated $268K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in LPL Financial in Q3 2023 and held it in 5 quarters.
  • Oversea-Chinese Banking Corp (OCBC)'s LPL Financial position peaked at $966K in Q2 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2024, filed 11 Feb 2025.