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

Bank of Montreal’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
2022
Q3 		– Sell
-113,800
Closed -$21.8K – 4267
2022
Q2 		$21.8K Buy
+113,800
New +$21.6M 0.01% 729

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return

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

Bank of Montreal increased its LPL Financial (LPLA) stake by 187% in Q1 2026, buying an estimated $3.22M and bringing the position to 14,728 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Bank of Montreal first reported a position in LPLA in Q3 2013 and has held it in 49 quarters since. The position peaked at $48.8M in Q4 2022. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Bank of Montreal held 14,728 shares of LPL Financial worth $4.43M as of Q1 2026.
  • Bank of Montreal bought 9,601 LPL Financial shares in Q1 2026, an estimated $3.22M.
  • LPL Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1363 holding.
  • Bank of Montreal first reported a position in LPL Financial in Q3 2013 and has held it in 49 quarters since.
  • Bank of Montreal's LPL Financial position peaked at $48.8M in Q4 2022.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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