Bank of America
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Bank of America’s LPL Financial LPLA Stock Holding History

Bank of America’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
2018
Q3 		– Sell
-76,700
Closed -$5.03M – 7380
2018
Q2 		$5.03M Buy
+76,700
New +$5.04M ﹤0.01% 3147

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America's LPLA Position: Q1 2026 in Review

Bank of America increased its LPL Financial (LPLA) stake by 0.91% in Q1 2026, buying an estimated $2.43M and bringing the position to 803,428 shares worth $242M. The position accounts for 0.02% of the portfolio, ranked #643.

Bank of America first reported a position in LPLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $361M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Bank of America held 803,428 shares of LPL Financial worth $242M as of Q1 2026.
  • Bank of America bought 7,257 LPL Financial shares in Q1 2026, an estimated $2.43M.
  • LPL Financial made up 0.02% of Bank of America's portfolio in Q1 2026, its #643 holding.
  • Bank of America first reported a position in LPL Financial in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's LPL Financial position peaked at $361M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.