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Prudential plc’s LPL Financial LPLA Stock Holding History

Prudential plc’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
Q1 		$506K Hold
1,681
– – ﹤0.01% 569
2025
Q4 		$600K Hold
1,681
– – ﹤0.01% 541
2025
Q3 		$559K Sell
1,681
-5,620
-77% -$2.04M ﹤0.01% 582
2025
Q2 		$2.74M Buy
7,301
+280
+4% +$98.1K 0.02% 363
2025
Q1 		$2.3M Buy
7,021
+1,264
+22% +$440K 0.01% 365
2024
Q4 		$1.88M Buy
5,757
+3,010
+110% +$890K 0.01% 407
2024
Q3 		$639K Sell
2,747
-110
-4% -$24.8K ﹤0.01% 599
2024
Q2 		$798K Sell
2,857
-330
-10% -$89.6K 0.01% 520
2024
Q1 		$842K Sell
3,187
-3,641
-53% -$919K 0.01% 529
2023
Q4 		$1.55M Sell
6,828
-2,002
-23% -$450K 0.02% 469
2023
Q3 		$2.1M Sell
8,830
-12,488
-59% -$2.9M 0.02% 365
2023
Q2 		$4.64M Sell
21,318
-953
-4% -$191K 0.05% 229
2023
Q1 		$4.51M Sell
22,271
-3,478
-14% -$795K 0.05% 223
2022
Q4 		$5.57M Buy
25,749
+23,540
+1,066% +$5.5M 0.07% 191
2022
Q3 		$483K Buy
2,209
+262
+13% +$55.7K 0.01% 597
2022
Q2 		$359K Buy
+1,947
New +$370K 0.01% 643

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential plc's LPLA Position: Q1 2026 in Review

Prudential plc held its LPL Financial (LPLA) position steady in Q1 2026 at 1,681 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Prudential plc first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.57M in Q4 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Prudential plc held 1,681 shares of LPL Financial worth $506K as of Q1 2026.
  • Prudential plc left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up ﹤0.01% of Prudential plc's portfolio in Q1 2026, its #569 holding.
  • Prudential plc first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Prudential plc's LPL Financial position peaked at $5.57M in Q4 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.