Royal London Asset Management
LPLA icon

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
Q2 		$17.9M Sell
63,710
-1,255
-2% -$377K 0.03% 356
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Royal London Asset Management's LPLA Position: Q2 2026 in Review

Royal London Asset Management reduced its LPL Financial (LPLA) stake by 1.9% in Q2 2026, selling an estimated $377K and leaving 63,710 shares worth $17.9M. The position accounts for 0.03% of the portfolio, ranked #356.

Royal London Asset Management first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.2M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Royal London Asset Management held 63,710 shares of LPL Financial worth $17.9M as of Q2 2026.
  • Royal London Asset Management sold 1,255 LPL Financial shares in Q2 2026, an estimated $377K.
  • LPL Financial made up 0.03% of Royal London Asset Management's portfolio in Q2 2026, its #356 holding.
  • Royal London Asset Management first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
  • Royal London Asset Management's LPL Financial position peaked at $23.2M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.