BAMCO Inc
LPLA icon

BAMCO Inc’s LPL Financial LPLA Stock Holding History

BAMCO 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
Q2 		$32.2M Sell
114,224
-7,554
-6% -$2.27M 0.05% 179
2026
Q1 		$36.6M Sell
121,778
-53,467
-31% -$17.9M 0.11% 148
2025
Q4 		$62.6M Sell
175,245
-32,652
-16% -$11.5M 0.17% 105
2025
Q3 		$69.2M Sell
207,897
-14,582
-7% -$5.29M 0.18% 99
2025
Q2 		$83.4M Buy
222,479
+57,228
+35% +$20.1M 0.23% 90
2025
Q1 		$54.1M Buy
165,251
+45,547
+38% +$15.9M 0.16% 117
2024
Q4 		$39.1M Buy
119,704
+54,256
+83% +$16M 0.1% 152
2024
Q3 		$15.2M Sell
65,448
-60,193
-48% -$13.6M 0.04% 222
2024
Q2 		$35.1M Buy
125,641
+3,603
+3% +$978K 0.1% 158
2024
Q1 		$32.2M Buy
122,038
+8,184
+7% +$2.07M 0.09% 173
2023
Q4 		$25.9M Buy
113,854
+3,500
+3% +$787K 0.07% 186
2023
Q3 		$26.2M Buy
110,354
+1,271
+1% +$295K 0.08% 174
2023
Q2 		$23.7M Buy
109,083
+12,449
+13% +$2.49M 0.07% 184
2023
Q1 		$19.6M Buy
96,634
+46,216
+92% +$10.6M 0.06% 191
2022
Q4 		$10.9M Sell
50,418
-18,274
-27% -$4.27M 0.04% 226
2022
Q3 		$15M Buy
68,692
+21,292
+45% +$4.53M 0.05% 216
2022
Q2 		$8.74M Buy
47,400
+35,300
+292% +$6.7M 0.03% 255
2022
Q1 		$2.21M Buy
12,100
+1,600
+15% +$279K 0.01% 336
2021
Q4 		$1.68M Buy
+10,500
New +$1.73M ﹤0.01% 354

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

BAMCO Inc's LPLA Position: Q2 2026 in Review

BAMCO Inc reduced its LPL Financial (LPLA) stake by 6.2% in Q2 2026, selling an estimated $2.27M and leaving 114,224 shares worth $32.2M. The position accounts for 0.05% of the portfolio, ranked #179.

BAMCO Inc first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $83.4M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • BAMCO Inc held 114,224 shares of LPL Financial worth $32.2M as of Q2 2026.
  • BAMCO Inc sold 7,554 LPL Financial shares in Q2 2026, an estimated $2.27M.
  • LPL Financial made up 0.05% of BAMCO Inc's portfolio in Q2 2026, its #179 holding.
  • BAMCO Inc first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • BAMCO Inc's LPL Financial position peaked at $83.4M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.