Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s LPL Financial LPLA Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$49.4M Sell
161,482
-6,165
-4% -$2.1M 0.03% 440
2026
Q2 		$47.2M Buy
167,647
+119
+0.1% +$35.7K 0.03% 469
2026
Q1 		$50.4M Sell
167,528
-8,956
-5% -$3M 0.03% 437
2025
Q4 		$63M Sell
176,484
-7,190
-4% -$2.54M 0.04% 398
2025
Q3 		$61.1M Buy
183,674
+985
+0.5% +$357K 0.04% 416
2025
Q2 		$68.5M Buy
182,689
+9,960
+6% +$3.49M 0.04% 372
2025
Q1 		$56.5M Sell
172,729
-295
-0.2% -$103K 0.04% 411
2024
Q4 		$56.5M Sell
173,024
-2,175
-1% -$643K 0.04% 421
2024
Q3 		$40.8M Buy
175,199
+4,572
+3% +$1.03M 0.03% 502
2024
Q2 		$47.7M Sell
170,627
-17,156
-9% -$4.66M 0.04% 440
2024
Q1 		$49.6M Sell
187,783
-18,737
-9% -$4.73M 0.03% 494
2023
Q4 		$47M Buy
206,520
+11,736
+6% +$2.64M 0.03% 488
2023
Q3 		$46.3M Sell
194,784
-18,584
-9% -$4.32M 0.04% 476
2023
Q2 		$46.4M Sell
213,368
-25,700
-11% -$5.15M 0.04% 493
2023
Q1 		$48.4M Buy
239,068
+17,398
+8% +$3.98M 0.04% 507
2022
Q4 		$47.9M Sell
221,670
-2,376
-1% -$555K 0.04% 504
2022
Q3 		$49M Sell
224,046
-4,257
-2% -$905K 0.04% 487
2022
Q2 		$42.1M Buy
228,303
+222,983
+4,191% +$42.3M 0.03% 565
2022
Q1 		$972K Buy
+5,320
New +$926K ﹤0.01% 1050
2021
Q4 		– Sell
-1,321
Closed -$207K – 1187
2021
Q3 		$207K Buy
+1,321
New +$190K ﹤0.01% 1172
2020
Q2 		– Sell
-9,207
Closed -$501K – 1122
2020
Q1 		$501K Buy
9,207
+2,704
+42% +$218K ﹤0.01% 999
2019
Q4 		$600K Sell
6,503
-22,848
-78% -$1.96M ﹤0.01% 999
2019
Q3 		$2.4M Buy
+29,351
New +$2.35M ﹤0.01% 860

Other funds holding LPLA

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LPLA Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its LPL Financial (LPLA) stake by 3.7% in Q3 2026, selling an estimated $2.1M and leaving 161,482 shares worth $49.4M. The position accounts for 0.03% of the portfolio, ranked #440.

Sumitomo Mitsui Trust Group first reported a position in LPLA in Q3 2019 and has held it in 23 quarters since. The position peaked at $68.5M in Q2 2025. 237 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 161,482 shares of LPL Financial worth $49.4M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 6,165 LPL Financial shares in Q3 2026, an estimated $2.1M.
  • LPL Financial made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #440 holding.
  • Sumitomo Mitsui Trust Group first reported a position in LPL Financial in Q3 2019 and has held it in 23 quarters since.
  • Sumitomo Mitsui Trust Group's LPL Financial position peaked at $68.5M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.