Pictet Asset Management
LPLA icon

Pictet Asset Management’s LPL Financial LPLA Stock Holding History

Pictet 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 		$11.1M Sell
39,492
-338
-0.8% -$101K 0.01% 664
2026
Q1 		$12M Sell
39,830
-4,633
-10% -$1.55M 0.01% 608
2025
Q4 		$15.9M Sell
44,463
-3,058
-6% -$1.08M 0.02% 577
2025
Q3 		$15.8M Sell
47,521
-1,661
-3% -$602K 0.02% 575
2025
Q2 		$18.4M Buy
49,182
+2,646
+6% +$927K 0.02% 528
2025
Q1 		$15.2M Sell
46,536
-1,434
-3% -$499K 0.02% 562
2024
Q4 		$15.7M Buy
47,970
+7,042
+17% +$2.08M 0.02% 563
2024
Q3 		$9.52M Buy
40,928
+4,724
+13% +$1.06M 0.01% 667
2024
Q2 		$10.1M Sell
36,204
-2,536
-7% -$688K 0.01% 626
2024
Q1 		$10.2M Buy
38,740
+266
+0.7% +$67.1K 0.01% 641
2023
Q4 		$8.76M Sell
38,474
-677
-2% -$152K 0.01% 666
2023
Q3 		$9.3M Buy
+39,151
New +$9.09M 0.01% 633

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Pictet Asset Management reduced its LPL Financial (LPLA) stake by 0.85% in Q2 2026, selling an estimated $101K and leaving 39,492 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #664.

Pictet Asset Management first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.4M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Pictet Asset Management held 39,492 shares of LPL Financial worth $11.1M as of Q2 2026.
  • Pictet Asset Management sold 338 LPL Financial shares in Q2 2026, an estimated $101K.
  • LPL Financial made up 0.01% of Pictet Asset Management's portfolio in Q2 2026, its #664 holding.
  • Pictet Asset Management first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's LPL Financial position peaked at $18.4M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.