Perpetual Ltd
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Perpetual Ltd’s LPL Financial LPLA Stock Holding History

Perpetual Ltd’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 		$34.8M Sell
113,892
-7,576
-6% -$2.58M 0.53% 49
2026
Q2 		$34.2M Buy
121,468
+3,894
+3% +$1.17M 0.49% 59
2026
Q1 		$35.4M Buy
117,574
+16,141
+16% +$5.42M 0.54% 51
2025
Q4 		$36.2M Buy
+101,433
New +$35.9M 0.52% 47

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Perpetual Ltd's LPLA Position: Q3 2026 in Review

Perpetual Ltd reduced its LPL Financial (LPLA) stake by 6.2% in Q3 2026, selling an estimated $2.58M and leaving 113,892 shares worth $34.8M. The position accounts for 0.53% of the portfolio, ranked #49.

Perpetual Ltd first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $36.2M in Q4 2025. 190 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Perpetual Ltd held 113,892 shares of LPL Financial worth $34.8M as of Q3 2026.
  • Perpetual Ltd sold 7,576 LPL Financial shares in Q3 2026, an estimated $2.58M.
  • LPL Financial made up 0.53% of Perpetual Ltd's portfolio in Q3 2026, its #49 holding.
  • Perpetual Ltd first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's LPL Financial position peaked at $36.2M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.