Bell Asset Management
LPLA icon

Bell Asset Management’s LPL Financial LPLA Stock Holding History

Bell Asset 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
Q3 		$2.79M Sell
9,116
-6,584
-42% -$2.24M 1.01% 31
2026
Q2 		$4.42M Buy
15,700
+2,046
+15% +$614K 1.18% 25
2026
Q1 		$4.13M Buy
13,654
+3,371
+33% +$1.13M 1.21% 25
2025
Q4 		$3.68M Buy
+10,283
New +$3.64M 0.98% 45

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bell Asset Management's LPLA Position: Q3 2026 in Review

Bell Asset Management reduced its LPL Financial (LPLA) stake by 42% in Q3 2026, selling an estimated $2.24M and leaving 9,116 shares worth $2.79M. The position accounts for 1.01% of the portfolio, ranked #31.

Bell Asset Management first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.42M in Q2 2026. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Bell Asset Management held 9,116 shares of LPL Financial worth $2.79M as of Q3 2026.
  • Bell Asset Management sold 6,584 LPL Financial shares in Q3 2026, an estimated $2.24M.
  • LPL Financial made up 1.01% of Bell Asset Management's portfolio in Q3 2026, its #31 holding.
  • Bell Asset Management first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Bell Asset Management's LPL Financial position peaked at $4.42M in Q2 2026.
  • 443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.