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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sumitomo Life Insurance's LPLA Position: Q1 2026 in Review

Sumitomo Life Insurance increased its LPL Financial (LPLA) stake by 3.3% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,217 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #262.

Sumitomo Life Insurance first reported a position in LPLA in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.41M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Sumitomo Life Insurance held 1,217 shares of LPL Financial worth $366K as of Q1 2026.
  • Sumitomo Life Insurance bought 39 LPL Financial shares in Q1 2026, an estimated $13.1K.
  • LPL Financial made up 0.01% of Sumitomo Life Insurance's portfolio in Q1 2026, its #262 holding.
  • Sumitomo Life Insurance first reported a position in LPL Financial in Q2 2021 and has held it in 20 quarters since.
  • Sumitomo Life Insurance's LPL Financial position peaked at $2.41M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.