TWC
LPLA icon

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
Q2 		$2.27M Sell
7,753
-59,638
-88% -$17.9M 0.01% 568
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

TD Waterhouse Canada's LPLA Position: Q2 2026 in Review

TD Waterhouse Canada reduced its LPL Financial (LPLA) stake by 88% in Q2 2026, selling an estimated $17.9M and leaving 7,753 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #568.

TD Waterhouse Canada first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.4M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TD Waterhouse Canada held 7,753 shares of LPL Financial worth $2.27M as of Q2 2026.
  • TD Waterhouse Canada sold 59,638 LPL Financial shares in Q2 2026, an estimated $17.9M.
  • LPL Financial made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #568 holding.
  • TD Waterhouse Canada first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • TD Waterhouse Canada's LPL Financial position peaked at $19.4M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.