BCM
LPLA icon

Basswood Capital Management’s LPL Financial LPLA Stock Holding History

Basswood Capital Management’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 		$823K Sell
2,921
-27,285
-90% -$8.19M 0.03% 105
2026
Q1 		$9.09M Buy
+30,206
New +$10.1M 0.43% 64

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

Basswood Capital Management's LPLA Position: Q2 2026 in Review

Basswood Capital Management reduced its LPL Financial (LPLA) stake by 90% in Q2 2026, selling an estimated $8.19M and leaving 2,921 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #105.

Basswood Capital Management first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.09M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Basswood Capital Management held 2,921 shares of LPL Financial worth $823K as of Q2 2026.
  • Basswood Capital Management sold 27,285 LPL Financial shares in Q2 2026, an estimated $8.19M.
  • LPL Financial made up 0.03% of Basswood Capital Management's portfolio in Q2 2026, its #105 holding.
  • Basswood Capital Management first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Basswood Capital Management's LPL Financial position peaked at $9.09M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.