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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
Q2 		$1.05K Sell
3,739
-1,088
-23% -$327K ﹤0.01% 432
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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Banque Cantonale Vaudoise's LPLA Position: Q2 2026 in Review

Banque Cantonale Vaudoise reduced its LPL Financial (LPLA) stake by 23% in Q2 2026, selling an estimated $327K and leaving 3,739 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Banque Cantonale Vaudoise first reported a position in LPLA in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.31M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Banque Cantonale Vaudoise held 3,739 shares of LPL Financial worth $1.05K as of Q2 2026.
  • Banque Cantonale Vaudoise sold 1,088 LPL Financial shares in Q2 2026, an estimated $327K.
  • LPL Financial made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #432 holding.
  • Banque Cantonale Vaudoise first reported a position in LPL Financial in Q2 2022 and has held it in 15 quarters since.
  • Banque Cantonale Vaudoise's LPL Financial position peaked at $3.31M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.