Bank Julius Baer & Co
LPLA icon

Bank Julius Baer & Co’s LPL Financial LPLA Stock Holding History

Bank Julius Baer & 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
2025
Q4 		– Sell
-1,550
Closed -$516K – 688
2025
Q3 		$516K Hold
1,550
– – ﹤0.01% 415
2025
Q2 		$581K Buy
+1,550
New +$543K ﹤0.01% 369

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank Julius Baer & Co's LPLA Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,550 shares — an estimated $516K sold.

Bank Julius Baer & Co first reported a position in LPLA in Q2 2025 and held it in 2 quarters. The position peaked at $581K in Q2 2025. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,550 LPL Financial shares in Q4 2025, an estimated $516K.
  • Bank Julius Baer & Co first reported a position in LPL Financial in Q2 2025 and held it in 2 quarters.
  • Bank Julius Baer & Co's LPL Financial position peaked at $581K in Q2 2025.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.