Amalgamated Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.29M | Sell |
4,590
-1,871
| -29% | -$562K | 0.01% | 1001 |
|
|
2026
Q1 | $1.94M | Sell |
6,461
-710
| -10% | -$238K | 0.01% | 812 |
|
|
2025
Q4 | $2.56M | Sell |
7,171
-316
| -4% | -$112K | 0.02% | 703 |
|
|
2025
Q3 | $2.49M | Buy |
7,487
+408
| +6% | +$148K | 0.02% | 721 |
|
|
2025
Q2 | $2.65M | Buy |
7,079
+1,204
| +20% | +$422K | 0.02% | 673 |
|
|
2025
Q1 | $1.92M | Buy |
5,875
+213
| +4% | +$74.2K | 0.02% | 790 |
|
|
2024
Q4 | $1.85M | Buy |
5,662
+69
| +1% | +$20.4K | 0.02% | 823 |
|
|
2024
Q3 | $1.3M | Buy |
5,593
+563
| +11% | +$127K | 0.01% | 960 |
|
|
2024
Q2 | $1.41M | Sell |
5,030
-2,299
| -31% | -$624K | 0.01% | 950 |
|
|
2024
Q1 | $1.94M | Sell |
7,329
-2,718
| -27% | -$686K | 0.02% | 868 |
|
|
2023
Q4 | $2.29M | Sell |
10,047
-410
| -4% | -$92.2K | 0.02% | 859 |
|
|
2023
Q3 | $2.48M | Buy |
10,457
+1,355
| +15% | +$315K | 0.02% | 785 |
|
|
2023
Q2 | $1.98M | Sell |
9,102
-8,142
| -47% | -$1.63M | 0.02% | 891 |
|
|
2023
Q1 | $3.49M | Sell |
17,244
-1,390
| -7% | -$318K | 0.03% | 621 |
|
|
2022
Q4 | $4.03M | Buy |
18,634
+313
| +2% | +$73.2K | 0.04% | 593 |
|
|
2022
Q3 | $4M | Sell |
18,321
-2,552
| -12% | -$543K | 0.04% | 488 |
|
|
2022
Q2 | $3.85M | Buy |
20,873
+2,418
| +13% | +$459K | 0.04% | 559 |
|
|
2022
Q1 | $3.37M | Buy |
18,455
+1,456
| +9% | +$254K | 0.03% | 697 |
|
|
2021
Q4 | $2.72M | Sell |
16,999
-3,242
| -16% | -$535K | 0.02% | 800 |
|
|
2021
Q3 | $3.17M | Sell |
20,241
-844
| -4% | -$121K | 0.03% | 729 |
|
|
2021
Q2 | $2.85M | Buy |
21,085
+11,532
| +121% | +$1.68M | 0.02% | 803 |
|
|
2021
Q1 | $1.36M | Sell |
9,553
-694
| -7% | -$88.6K | 0.05% | 391 |
|
|
2020
Q4 | $1.07M | Sell |
10,247
-20
| -0.2% | -$1.8K | 0.04% | 498 |
|
|
2020
Q3 | $787K | Sell |
10,267
-23
| -0.2% | -$1.83K | 0.03% | 579 |
|
|
2020
Q2 | $807K | Sell |
10,290
-10,784
| -51% | -$721K | 0.04% | 527 |
|
|
2020
Q1 | $1.15M | Sell |
21,074
-460
| -2% | -$37.1K | 0.03% | 563 |
|
|
2019
Q4 | $1.99M | Buy |
21,534
+675
| +3% | +$57.9K | 0.04% | 517 |
|
|
2019
Q3 | $1.71M | Buy |
20,859
+2,487
| +14% | +$199K | 0.04% | 518 |
|
|
2019
Q2 | $1.5M | Sell |
18,372
-1,113
| -6% | -$88.1K | 0.04% | 572 |
|
|
2019
Q1 | $1.36M | Buy |
19,485
+71
| +0.4% | +$5.12K | 0.03% | 580 |
|
|
2018
Q4 | $1.19M | Buy |
19,414
+7,417
| +62% | +$452K | 0.03% | 572 |
|
|
2018
Q3 | $774K | Sell |
11,997
-8,659
| -42% | -$574K | 0.02% | 791 |
|
|
2018
Q2 | $1.35M | Buy |
20,656
+1,797
| +10% | +$118K | 0.03% | 591 |
|
|
2018
Q1 | $1.15M | Buy |
18,859
+1,193
| +7% | +$73.9K | 0.03% | 639 |
|
|
2017
Q4 | $1.01M | Buy |
17,666
+973
| +6% | +$51.2K | 0.03% | 707 |
|
|
2017
Q3 | $861K | Sell |
16,693
-167
| -1% | -$7.68K | 0.03% | 727 |
|
|
2017
Q2 | $716K | Buy |
16,860
+4,486
| +36% | +$182K | 0.02% | 802 |
|
|
2017
Q1 | $493K | Sell |
12,374
-56
| -0.5% | -$2.2K | 0.02% | 843 |
|
|
2016
Q4 | $438K | Buy |
12,430
+1,539
| +14% | +$53.8K | 0.02% | 916 |
|
|
2016
Q3 | $326K | Buy |
10,891
+29
| +0.3% | +$785 | 0.02% | 970 |
|
|
2016
Q2 | $294K | Buy |
10,862
+1,107
| +11% | +$27.8K | 0.02% | 1030 |
|
|
2016
Q1 | $242K | Buy |
9,755
+759
| +8% | +$20.5K | 0.02% | 1016 |
|
|
2015
Q4 | $384K | Sell |
8,996
-647
| -7% | -$27.6K | 0.05% | 599 |
|
|
2015
Q3 | $384K | Buy |
9,643
+148
| +2% | +$6.37K | 0.04% | 697 |
|
|
2015
Q2 | $441K | Sell |
9,495
-397
| -4% | -$17.2K | 0.04% | 653 |
|
|
2015
Q1 | $434K | Buy |
9,892
+341
| +4% | +$15.1K | 0.05% | 481 |
|
|
2014
Q4 | $425K | Buy |
9,551
+12
| +0.1% | +$516 | 0.07% | 408 |
|
|
2014
Q3 | $439K | Buy |
9,539
+121
| +1% | +$5.83K | 0.07% | 397 |
|
|
2014
Q2 | $468K | Buy |
9,418
+4,451
| +90% | +$216K | 0.07% | 368 |
|
|
2014
Q1 | $261K | Sell |
4,967
-364
| -7% | -$19.2K | 0.05% | 630 |
|
|
2013
Q4 | $251K | Buy |
+5,331
| New | +$224K | 0.04% | 653 |
|
Other funds holding LPLA
MG
Amalgamated Bank's LPLA Position: Q2 2026 in Review
Amalgamated Bank reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $562K and leaving 4,590 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1001.
Amalgamated Bank first reported a position in LPLA in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.03M in Q4 2022. 380 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Amalgamated Bank held 4,590 shares of LPL Financial worth $1.29M as of Q2 2026.
- Amalgamated Bank sold 1,871 LPL Financial shares in Q2 2026, an estimated $562K.
- LPL Financial made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1001 holding.
- Amalgamated Bank first reported a position in LPL Financial in Q4 2013 and has held it in 51 quarters since.
- Amalgamated Bank's LPL Financial position peaked at $4.03M in Q4 2022.
- 380 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.