UniSuper Management
LPLA icon

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
Q3 		$805K Buy
2,632
+680
+35% +$231K ﹤0.01% 531
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UniSuper Management's LPLA Position: Q3 2026 in Review

UniSuper Management increased its LPL Financial (LPLA) stake by 35% in Q3 2026, buying an estimated $231K and bringing the position to 2,632 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

UniSuper Management first reported a position in LPLA in Q2 2023 and has held it in 14 quarters since. 536 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • UniSuper Management held 2,632 shares of LPL Financial worth $805K as of Q3 2026.
  • UniSuper Management bought 680 LPL Financial shares in Q3 2026, an estimated $231K.
  • LPL Financial made up ﹤0.01% of UniSuper Management's portfolio in Q3 2026, its #531 holding.
  • UniSuper Management first reported a position in LPL Financial in Q2 2023 and has held it in 14 quarters since.
  • 536 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.