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Toronto Dominion Bank’s
LPL Financial
LPLA
Stock Holding History
Toronto Dominion Bank’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
$3.26M
Sell
10,836
-2,191
-17%
-$735K
0.01%
990
2025
Q4
$4.65M
Sell
13,027
-159
-1%
-$56.2K
0.01%
870
2025
Q3
$4.39M
Sell
13,186
-1,372
-9%
-$497K
0.01%
833
2025
Q2
$5.46M
Buy
14,558
+3,296
+29%
+$1.15M
0.01%
733
2025
Q1
$3.68M
Buy
11,262
+1,488
+15%
+$518K
0.01%
769
2024
Q4
$3.19M
Sell
9,774
-36,858
-79%
-$10.9M
0.01%
815
2024
Q3
$10.8M
Sell
46,632
-42,321
-48%
-$9.54M
0.02%
442
2024
Q2
$24.8M
Buy
88,953
+21,740
+32%
+$5.9M
0.05%
272
2024
Q1
$17.8M
Buy
67,213
+57,396
+585%
+$14.5M
0.03%
359
2023
Q4
$2.23M
Sell
9,817
-5,002
-34%
-$1.12M
﹤0.01%
842
2023
Q3
$3.52M
Sell
14,819
-4,053
-21%
-$941K
0.01%
765
2023
Q2
$4.1M
Sell
18,872
-3,201
-15%
-$641K
0.01%
753
2023
Q1
$4.46M
Sell
22,073
-1,009
-4%
-$231K
0.01%
710
2022
Q4
$4.99M
Buy
23,082
+6,264
+37%
+$1.46M
0.01%
685
2022
Q3
$3.67M
Sell
16,818
-1,047
-6%
-$223K
0.01%
741
2022
Q2
$3.29M
Buy
+17,865
New
+$3.39M
0.01%
650
2019
Q3
–
Sell
-496
Closed
-$16K
–
1582
2019
Q2
$16K
Buy
+496
New
+$39.2K
﹤0.01%
1261
2018
Q3
–
Sell
-248
Closed
-$16K
–
1501
2018
Q2
$16K
Buy
+248
New
+$16.3K
﹤0.01%
1278
Other funds holding LPLA
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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