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B. Metzler seel. Sohn & Co’s LPL Financial LPLA Stock Holding History

B. Metzler seel. Sohn & Co’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 		$13.1M Sell
46,399
-1,151
-2% -$345K 0.11% 101
2026
Q1 		$14.3M Buy
47,550
+14,896
+46% +$5M 0.13% 94
2025
Q4 		$11.7M Buy
32,654
+770
+2% +$272K 0.1% 108
2025
Q3 		$10.6M Buy
31,884
+28,820
+941% +$10.4M 0.09% 113
2025
Q2 		$1.15M Hold
3,064
– – 0.01% 512
2025
Q1 		$1M Sell
3,064
-39
-1% -$13.6K 0.01% 523
2024
Q4 		$1.01M Sell
3,103
-58
-2% -$17.2K 0.01% 531
2024
Q3 		$735K Hold
3,161
– – 0.01% 598
2024
Q2 		$883K Buy
3,161
+78
+3% +$21.2K 0.01% 553
2024
Q1 		$815K Hold
3,083
– – 0.01% 553
2023
Q4 		$702K Hold
3,083
– – 0.01% 557
2023
Q3 		$733K Buy
3,083
+520
+20% +$121K 0.01% 523
2023
Q2 		$557K Buy
2,563
+1,093
+74% +$219K 0.01% 574
2023
Q1 		$298K Sell
1,470
-301
-17% -$68.8K ﹤0.01% 634
2022
Q4 		$383K Sell
1,771
-1,065
-38% -$249K 0.01% 594
2022
Q3 		$620K Buy
2,836
+301
+12% +$64K 0.01% 510
2022
Q2 		$468K Buy
+2,535
New +$481K 0.01% 566
2021
Q4 		– Sell
-1,978
Closed -$310K – 721
2021
Q3 		$310K Sell
1,978
-209
-10% -$30K ﹤0.01% 636
2021
Q2 		$295K Sell
2,187
-129
-6% -$18.8K ﹤0.01% 624
2021
Q1 		$329K Sell
2,316
-527
-19% -$67.2K 0.01% 604
2020
Q4 		$296K Buy
+2,843
New +$255K 0.01% 600

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Metzler seel. Sohn & Co's LPLA Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its LPL Financial (LPLA) stake by 2.4% in Q2 2026, selling an estimated $345K and leaving 46,399 shares worth $13.1M. The position accounts for 0.11% of the portfolio, ranked #101.

B. Metzler seel. Sohn & Co first reported a position in LPLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.3M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 46,399 shares of LPL Financial worth $13.1M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 1,151 LPL Financial shares in Q2 2026, an estimated $345K.
  • LPL Financial made up 0.11% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #101 holding.
  • B. Metzler seel. Sohn & Co first reported a position in LPL Financial in Q4 2020 and has held it in 21 quarters since.
  • B. Metzler seel. Sohn & Co's LPL Financial position peaked at $14.3M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.