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Sumitomo Life Insurance’s LPL Financial LPLA Stock Holding History

Sumitomo Life Insurance’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 		$336K Sell
1,194
-23
-2% -$6.9K 0.01% 282
2026
Q1 		$366K Buy
1,217
+39
+3% +$13.1K 0.01% 262
2025
Q4 		$421K Sell
1,178
-2,302
-66% -$814K 0.01% 260
2025
Q3 		$1.16M Sell
3,480
-126
-3% -$45.7K 0.04% 172
2025
Q2 		$1.35M Sell
3,606
-210
-6% -$73.6K 0.09% 151
2025
Q1 		$1.25M Sell
3,816
-66
-2% -$23K 0.04% 165
2024
Q4 		$1.27M Sell
3,882
-150
-4% -$44.4K 0.02% 167
2024
Q3 		$938K Sell
4,032
-4,582
-53% -$1.03M 0.02% 201
2024
Q2 		$2.41M Buy
8,614
+631
+8% +$171K 0.06% 96
2024
Q1 		$2.11M Sell
7,983
-191
-2% -$48.2K 0.05% 116
2023
Q4 		$1.86M Sell
8,174
-235
-3% -$52.8K 0.06% 117
2023
Q3 		$2M Buy
8,409
+1,048
+14% +$243K 0.06% 98
2023
Q2 		$1.6M Buy
7,361
+72
+1% +$14.4K 0.07% 123
2023
Q1 		$1.48M Sell
7,289
-55
-0.7% -$12.6K 0.12% 132
2022
Q4 		$1.59M Sell
7,344
-793
-10% -$185K 0.12% 122
2022
Q3 		$1.78M Buy
8,137
+218
+3% +$46.4K 0.08% 93
2022
Q2 		$1.46M Buy
7,919
+84
+1% +$16K 0.04% 135
2022
Q1 		$1.43M Sell
7,835
-205
-3% -$35.7K 0.04% 158
2021
Q4 		$1.29M Buy
8,040
+1,799
+29% +$297K 0.03% 184
2021
Q3 		$978K Sell
6,241
-275
-4% -$39.5K 0.03% 215
2021
Q2 		$880K Buy
+6,516
New +$948K 0.03% 238

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

Sumitomo Life Insurance's LPLA Position: Q2 2026 in Review

Sumitomo Life Insurance reduced its LPL Financial (LPLA) stake by 1.9% in Q2 2026, selling an estimated $6.9K and leaving 1,194 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #282.

Sumitomo Life Insurance first reported a position in LPLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.41M in Q2 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sumitomo Life Insurance held 1,194 shares of LPL Financial worth $336K as of Q2 2026.
  • Sumitomo Life Insurance sold 23 LPL Financial shares in Q2 2026, an estimated $6.9K.
  • LPL Financial made up 0.01% of Sumitomo Life Insurance's portfolio in Q2 2026, its #282 holding.
  • Sumitomo Life Insurance first reported a position in LPL Financial in Q2 2021 and has held it in 21 quarters since.
  • Sumitomo Life Insurance's LPL Financial position peaked at $2.41M in Q2 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.