UniSuper Management’s LPL Financial LPLA Stock Holding History

UniSuper 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	$550K	Buy	1,952 +552	+39%	+$166K	﹤0.01%	572
2026 Q1	$421K	Hold	1,400	–	–	﹤0.01%	595
2025 Q4	$500K	Hold	1,400	–	–	﹤0.01%	588
2025 Q3	$466K	Hold	1,400	–	–	﹤0.01%	602
2025 Q2	$525K	Sell	1,400 -200	-13%	-$70.1K	﹤0.01%	604
2025 Q1	$523K	Hold	1,600	–	–	﹤0.01%	606
2024 Q4	$522K	Sell	1,600 -923	-37%	-$273K	﹤0.01%	592
2024 Q3	$587K	Buy	2,523 +923	+58%	+$208K	﹤0.01%	612
2024 Q2	$447K	Buy	1,600 +500	+45%	+$136K	﹤0.01%	811
2024 Q1	$291K	Buy	1,100 +500	+83%	+$126K	﹤0.01%	883
2023 Q4	$137K	Hold	600	–	–	﹤0.01%	607
2023 Q3	$143K	Hold	600	–	–	﹤0.01%	519
2023 Q2	$130K	Buy	+600	New	+$120K	﹤0.01%	532

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UniSuper Management's LPLA Position: Q2 2026 in Review

UniSuper Management increased its LPL Financial (LPLA) stake by 39% in Q2 2026, buying an estimated $166K and bringing the position to 1,952 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

UniSuper Management first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $587K in Q3 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

UniSuper Management held 1,952 shares of LPL Financial worth $550K as of Q2 2026.
UniSuper Management bought 552 LPL Financial shares in Q2 2026, an estimated $166K.
LPL Financial made up ﹤0.01% of UniSuper Management's portfolio in Q2 2026, its #572 holding.
UniSuper Management first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's LPL Financial position peaked at $587K in Q3 2024.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.