PL
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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Perpetual Ltd's LPLA Position: Q2 2026 in Review

Perpetual Ltd increased its LPL Financial (LPLA) stake by 3.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 121,468 shares worth $34.2M. The position accounts for 0.49% of the portfolio, ranked #59.

Perpetual Ltd first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.2M in Q4 2025. 208 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Perpetual Ltd held 121,468 shares of LPL Financial worth $34.2M as of Q2 2026.
  • Perpetual Ltd bought 3,894 LPL Financial shares in Q2 2026, an estimated $1.17M.
  • LPL Financial made up 0.49% of Perpetual Ltd's portfolio in Q2 2026, its #59 holding.
  • Perpetual Ltd first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Perpetual Ltd's LPL Financial position peaked at $36.2M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.