BCV
LPLA icon

Banque Cantonale Vaudoise’s LPL Financial LPLA Stock Holding History

Banque Cantonale Vaudoise’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
Q1 		$1.45M Sell
4,827
-728
-13% -$244K 0.05% 315
2025
Q4 		$1.98M Buy
5,555
+2,323
+72% +$822K 0.07% 270
2025
Q3 		$1.07M Sell
3,232
-5,597
-63% -$2.03M 0.04% 348
2025
Q2 		$3.31M Buy
8,829
+5,874
+199% +$2.06M 0.14% 143
2025
Q1 		$967K Buy
+2,955
New +$1.03M 0.04% 360
2024
Q3 		– Sell
-6,412
Closed -$1.79M – 906
2024
Q2 		$1.79M Buy
6,412
+1,834
+40% +$498K 0.07% 256
2024
Q1 		$1.21M Sell
4,578
-64
-1% -$16.2K 0.05% 324
2023
Q4 		$1.06M Buy
4,642
+1,690
+57% +$380K 0.05% 331
2023
Q3 		$702K Sell
2,952
-2,248
-43% -$522K 0.04% 394
2023
Q2 		$1.13M Sell
5,200
-4,200
-45% -$841K 0.05% 307
2023
Q1 		$1.9M Buy
9,400
+8,400
+840% +$1.92M 0.09% 210
2022
Q4 		$216K Sell
1,000
-3,000
-75% -$701K 0.01% 680
2022
Q3 		$874K Buy
4,000
+3,000
+300% +$638K 0.05% 359
2022
Q2 		$185K Buy
+1,000
New +$190K 0.01% 758

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 $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $187B AUM 18.48% 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

Banque Cantonale Vaudoise's LPLA Position: Q1 2026 in Review

Banque Cantonale Vaudoise reduced its LPL Financial (LPLA) stake by 13% in Q1 2026, selling an estimated $244K and leaving 4,827 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #315.

Banque Cantonale Vaudoise first reported a position in LPLA in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Banque Cantonale Vaudoise held 4,827 shares of LPL Financial worth $1.45M as of Q1 2026.
  • Banque Cantonale Vaudoise sold 728 LPL Financial shares in Q1 2026, an estimated $244K.
  • LPL Financial made up 0.05% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #315 holding.
  • Banque Cantonale Vaudoise first reported a position in LPL Financial in Q2 2022 and has held it in 14 quarters since.
  • Banque Cantonale Vaudoise's LPL Financial position peaked at $3.31M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.