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Royal London Asset Management’s
LPL Financial
LPLA
Stock Holding History
Royal London 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
$19.5M
Buy
64,965
+42
+0.1%
+$14.1K
0.04%
327
2025
Q4
$23.2M
Sell
64,923
-140
-0.2%
-$49.5K
0.05%
292
2025
Q3
$21.6M
Buy
65,063
+12,129
+23%
+$4.4M
0.05%
309
2025
Q2
$19.8M
Buy
52,934
+291
+0.6%
+$102K
0.05%
321
2025
Q1
$17.2M
Buy
52,643
+1,575
+3%
+$548K
0.04%
347
2024
Q4
$16.7M
Sell
51,068
-474
-0.9%
-$140K
0.04%
336
2024
Q3
$12M
Buy
51,542
+2,998
+6%
+$676K
0.03%
391
2024
Q2
$13.6M
Sell
48,544
-519
-1%
-$141K
0.03%
349
2024
Q1
$13M
Sell
49,063
-1,297
-3%
-$327K
0.03%
353
2023
Q4
$11.5M
Sell
50,360
-2,371
-4%
-$533K
0.03%
364
2023
Q3
$12.5M
Buy
52,731
+8,836
+20%
+$2.05M
0.04%
329
2023
Q2
$9.54M
Buy
43,895
+24,308
+124%
+$4.87M
0.03%
369
2023
Q1
$3.96M
Buy
+19,587
New
+$4.48M
0.02%
524
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
VPM
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$1.91T AUM
Janus Henderson Group
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$209B AUM
37.72%
1-Year Est. Return
VCM
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$4.04T AUM
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
SC
Samlyn Capital
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$5.82B AUM
36.3%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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