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Storebrand Asset Management’s LPL Financial LPLA Stock Holding History

Storebrand 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 		$6.11M Sell
21,681
-272
-1% -$81.6K 0.02% 474
2026
Q1 		$6.6M Sell
21,953
-9,735
-31% -$3.27M 0.02% 445
2025
Q4 		$11.3M Sell
31,688
-6,682
-17% -$2.36M 0.03% 367
2025
Q3 		$12.8M Buy
38,370
+18,701
+95% +$6.78M 0.03% 352
2025
Q2 		$7.38M Buy
19,669
+97
+0.5% +$34K 0.02% 442
2025
Q1 		$6.4M Buy
19,572
+1,021
+6% +$356K 0.02% 456
2024
Q4 		$6.06M Sell
18,551
-25
-0.1% -$7.39K 0.02% 483
2024
Q3 		$4.32M Sell
18,576
-1,868
-9% -$421K 0.01% 528
2024
Q2 		$5.71M Sell
20,444
-8,595
-30% -$2.33M 0.02% 472
2024
Q1 		$7.67M Sell
29,039
-9,039
-24% -$2.28M 0.03% 432
2023
Q4 		$8.67M Sell
38,078
-7,605
-17% -$1.71M 0.03% 413
2023
Q3 		$10.9M Sell
45,683
-11,885
-21% -$2.76M 0.05% 344
2023
Q2 		$12.5M Sell
57,568
-21,184
-27% -$4.24M 0.06% 328
2023
Q1 		$15.9M Sell
78,752
-3,087
-4% -$706K 0.08% 279
2022
Q4 		$17.7M Buy
81,839
+53,061
+184% +$12.4M 0.1% 249
2022
Q3 		$6.29M Buy
28,778
+20,114
+232% +$4.28M 0.04% 411
2022
Q2 		$1.6M Buy
+8,664
New +$1.65M 0.01% 617

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

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

Storebrand Asset Management reduced its LPL Financial (LPLA) stake by 1.2% in Q2 2026, selling an estimated $81.6K and leaving 21,681 shares worth $6.11M. The position accounts for 0.02% of the portfolio, ranked #474.

Storebrand Asset Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.7M in Q4 2022. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Storebrand Asset Management held 21,681 shares of LPL Financial worth $6.11M as of Q2 2026.
  • Storebrand Asset Management sold 272 LPL Financial shares in Q2 2026, an estimated $81.6K.
  • LPL Financial made up 0.02% of Storebrand Asset Management's portfolio in Q2 2026, its #474 holding.
  • Storebrand Asset Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Storebrand Asset Management's LPL Financial position peaked at $17.7M in Q4 2022.
  • 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.