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 Q2	$6.44M	Sell	23,043 -1,283	-5%	-$385K	0.03%	427
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Resona Asset Management reduced its LPL Financial (LPLA) stake by 5.3% in Q2 2026, selling an estimated $385K and leaving 23,043 shares worth $6.44M. The position accounts for 0.03% of the portfolio, ranked #427.

Resona Asset Management first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.84M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Resona Asset Management held 23,043 shares of LPL Financial worth $6.44M as of Q2 2026.
Resona Asset Management sold 1,283 LPL Financial shares in Q2 2026, an estimated $385K.
LPL Financial made up 0.03% of Resona Asset Management's portfolio in Q2 2026, its #427 holding.
Resona Asset Management first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's LPL Financial position peaked at $9.84M in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.