Vestcor Inc’s LPL Financial LPLA Stock Holding History

Vestcor Inc’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	$809K	Hold	2,689	–	–	0.02%	565
2025 Q4	$960K	Hold	2,689	–	–	0.03%	500
2025 Q3	$895K	Sell	2,689 -201	-7%	-$72.9K	0.03%	522
2025 Q2	$1.08M	Sell	2,890 -9	-0.3%	-$3.15K	0.03%	467
2025 Q1	$948K	Buy	2,899 +61	+2%	+$21.2K	0.03%	459
2024 Q4	$927K	Buy	2,838 +1,262	+80%	+$373K	0.03%	473
2024 Q3	$367K	Sell	1,576 -2,485	-61%	-$560K	0.01%	811
2024 Q2	$1.13M	Hold	4,061	–	–	0.04%	400
2024 Q1	$1.07M	Sell	4,061 -901	-18%	-$227K	0.04%	404
2023 Q4	$1.13M	Buy	4,962 +1,140	+30%	+$256K	0.04%	411
2023 Q3	$908K	Sell	3,822 -267	-7%	-$62K	0.03%	442
2023 Q2	$889K	Sell	4,089 -16	-0.4%	-$3.2K	0.03%	459
2023 Q1	$831K	Hold	4,105	–	–	0.03%	503
2022 Q4	$887K	Buy	4,105 +2,221	+118%	+$519K	0.03%	504
2022 Q3	$412K	Buy	1,884 +20	+1%	+$4.25K	0.02%	726
2022 Q2	$344K	Buy	+1,864	New	+$354K	0.01%	778

Other funds holding LPLA

BlackRock New York $5.72T 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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vestcor Inc's LPLA Position: Q1 2026 in Review

Vestcor Inc held its LPL Financial (LPLA) position steady in Q1 2026 at 2,689 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #565.

Vestcor Inc first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.13M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Vestcor Inc held 2,689 shares of LPL Financial worth $809K as of Q1 2026.
Vestcor Inc left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.02% of Vestcor Inc's portfolio in Q1 2026, its #565 holding.
Vestcor Inc first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
Vestcor Inc's LPL Financial position peaked at $1.13M in Q2 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.