TWC
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TD Waterhouse Canada’s LPL Financial LPLA Stock Holding History

TD Waterhouse Canada’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 		$19.4M Buy
67,391
+67,358
+204,115% +$22.6M 0.06% 191
2025
Q4 		$11.8K Sell
33
-154
-82% -$54.5K ﹤0.01% 1509
2025
Q3 		$59.3K Sell
187
-6
-3% -$2.17K ﹤0.01% 1151
2025
Q2 		$72K Buy
193
+150
+349% +$52.6K ﹤0.01% 1038
2025
Q1 		$14.4K Buy
43
+8
+23% +$2.79K ﹤0.01% 1335
2024
Q4 		$11.4K Sell
35
-4
-10% -$1.18K ﹤0.01% 1384
2024
Q3 		$8.95K Sell
39
-583
-94% -$131K ﹤0.01% 1383
2024
Q2 		$175K Buy
622
+86
+16% +$23.3K ﹤0.01% 789
2024
Q1 		$154K Buy
536
+261
+95% +$65.9K ﹤0.01% 817
2023
Q4 		$69.5K Buy
275
+151
+122% +$33.9K ﹤0.01% 880
2023
Q3 		$37.1K Buy
124
+66
+114% +$15.3K ﹤0.01% 979
2023
Q2 		$16.7K Buy
58
+49
+544% +$9.81K ﹤0.01% 1146
2023
Q1 		$2.39K Hold
9
– – ﹤0.01% 1497
2022
Q4 		$2.67K Sell
9
-50
-85% -$11.7K ﹤0.01% 1451
2022
Q3 		$14K Hold
59
– – ﹤0.01% 1169
2022
Q2 		$11.2K Buy
+59
New +$11.2K ﹤0.01% 1231

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return