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Tokio Marine Asset Management’s LPL Financial LPLA Stock Holding History

Tokio Marine Asset Management’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 		$1M Hold
3,555
– – 0.03% 391
2026
Q1 		$1.07M Buy
3,555
+587
+20% +$197K 0.04% 346
2025
Q4 		$1.06M Hold
2,968
– – 0.04% 341
2025
Q3 		$987K Buy
2,968
+172
+6% +$62.3K 0.04% 346
2025
Q2 		$1.05M Sell
2,796
-35,385
-93% -$12.4M 0.04% 316
2025
Q1 		$12.5M Sell
38,181
-5,903
-13% -$2.06M 0.45% 38
2024
Q4 		$14.4M Buy
44,084
+41,866
+1,888% +$12.4M 0.51% 35
2024
Q3 		$516K Buy
2,218
+49
+2% +$11K 0.02% 456
2024
Q2 		$606K Hold
2,169
– – 0.03% 378
2024
Q1 		$573K Buy
2,169
+65
+3% +$16.4K 0.03% 400
2023
Q4 		$479K Buy
2,104
+198
+10% +$44.5K 0.03% 408
2023
Q3 		$453K Buy
1,906
+86
+5% +$20K 0.03% 380
2023
Q2 		$396K Buy
1,820
+113
+7% +$22.6K 0.03% 411
2023
Q1 		$345K Buy
1,707
+421
+33% +$96.2K 0.02% 424
2022
Q4 		$278K Buy
+1,286
New +$301K 0.02% 447

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

Tokio Marine Asset Management's LPLA Position: Q2 2026 in Review

Tokio Marine Asset Management held its LPL Financial (LPLA) position steady in Q2 2026 at 3,555 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #391.

Tokio Marine Asset Management first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.4M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Tokio Marine Asset Management held 3,555 shares of LPL Financial worth $1M as of Q2 2026.
  • Tokio Marine Asset Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.03% of Tokio Marine Asset Management's portfolio in Q2 2026, its #391 holding.
  • Tokio Marine Asset Management first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Tokio Marine Asset Management's LPL Financial position peaked at $14.4M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.