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Resona Asset Management’s LPL Financial LPLA Stock Holding History

Resona 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
Q1 		$7.32M Buy
24,326
+497
+2% +$167K 0.04% 402
2025
Q4 		$8.54M Sell
23,829
-1,281
-5% -$453K 0.04% 360
2025
Q3 		$8.38M Sell
25,110
-1,236
-5% -$448K 0.04% 372
2025
Q2 		$9.84M Buy
26,346
+2,754
+12% +$965K 0.05% 343
2025
Q1 		$7.75M Buy
23,592
+1,098
+5% +$382K 0.04% 360
2024
Q4 		$7.36M Sell
22,494
-987
-4% -$292K 0.04% 362
2024
Q3 		$5.46M Sell
23,481
-734
-3% -$165K 0.03% 460
2024
Q2 		$6.76M Sell
24,215
-1,772
-7% -$481K 0.04% 377
2024
Q1 		$6.87M Buy
+25,987
New +$6.56M 0.04% 388

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return