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 -$21.8M – 4267
2022
Q2 		$21.8M Buy
+113,800
New +$21.6M 0.01% 729

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of Montreal increased its LPL Financial (LPLA) stake by 4.8% in Q2 2026, buying an estimated $210K and bringing the position to 15,429 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Bank of Montreal first reported a position in LPLA in Q3 2013 and has held it in 50 quarters since. The position peaked at $48.8M in Q4 2022. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Bank of Montreal held 15,429 shares of LPL Financial worth $4.35M as of Q2 2026.
  • Bank of Montreal bought 701 LPL Financial shares in Q2 2026, an estimated $210K.
  • LPL Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1426 holding.
  • Bank of Montreal first reported a position in LPL Financial in Q3 2013 and has held it in 50 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 Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.