BS
LPLA icon

Banco Santander’s LPL Financial LPLA Stock Holding History

Banco Santander’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
2023
Q2 		– Sell
-1,811
Closed -$367K – 421
2023
Q1 		$367K Buy
+1,811
New +$414K 0.01% 324
2018
Q3 		– Sell
-6,686
Closed -$438K – 396
2018
Q2 		$438K Sell
6,686
-1,226
-15% -$80.6K 0.01% 298
2018
Q1 		$483K Buy
+7,912
New +$490K 0.01% 297

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banco Santander's LPLA Position: Q2 2023 in Review

Banco Santander sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 1,811 shares — an estimated $367K sold.

Banco Santander first reported a position in LPLA in Q1 2018 and held it in 3 quarters. The position peaked at $483K in Q1 2018. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Banco Santander reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Banco Santander sold 1,811 LPL Financial shares in Q2 2023, an estimated $367K.
  • Banco Santander first reported a position in LPL Financial in Q1 2018 and held it in 3 quarters.
  • Banco Santander's LPL Financial position peaked at $483K in Q1 2018.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Banco Santander's 13F filing for Q2 2023, filed 14 Aug 2023.