Bank of Marin’s LPL Financial LPLA Stock Holding History

Bank of Marin’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	$317K	Buy	+1,124	New	+$337K	0.22%	115

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Marin's LPLA Position: Q2 2026 in Review

Bank of Marin opened a new position in LPL Financial (LPLA) in Q2 2026: 1,124 shares worth $317K. The stake represents 0.22% of the portfolio and ranks #115 among its holdings.

763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Bank of Marin held 1,124 shares of LPL Financial worth $317K as of Q2 2026.
LPL Financial was a new Bank of Marin position in Q2 2026.
LPL Financial made up 0.22% of Bank of Marin's portfolio in Q2 2026, its #115 holding.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.