SOMRS
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State of Michigan Retirement System’s LPL Financial LPLA Stock Holding History

State of Michigan Retirement System’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
2025
Q2 		– Sell
-1,100
Closed -$360K – 947
2025
Q1 		$360K Hold
1,100
– – ﹤0.01% 938
2024
Q4 		$359K Sell
1,100
-300
-21% -$88.7K ﹤0.01% 946
2024
Q3 		$326K Hold
1,400
– – ﹤0.01% 946
2024
Q2 		$391K Sell
1,400
-300
-18% -$81.4K ﹤0.01% 941
2024
Q1 		$449K Hold
1,700
– – ﹤0.01% 942
2023
Q4 		$387K Buy
1,700
+300
+21% +$67.4K ﹤0.01% 948
2023
Q3 		$333K Sell
1,400
-300
-18% -$69.7K ﹤0.01% 953
2023
Q2 		$370K Buy
+1,700
New +$340K ﹤0.01% 954
2013
Q4 		– Sell
-20,000
Closed -$766K – 951
2013
Q3 		$766K Buy
+20,000
New +$765K 0.01% 895

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return