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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
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

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

Bell Asset Management's LPLA Position: Q2 2026 in Review

Bell Asset Management increased its LPL Financial (LPLA) stake by 15% in Q2 2026, buying an estimated $614K and bringing the position to 15,700 shares worth $4.42M. The position accounts for 1.18% of the portfolio, ranked #25.

Bell Asset Management first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Bell Asset Management held 15,700 shares of LPL Financial worth $4.42M as of Q2 2026.
  • Bell Asset Management bought 2,046 LPL Financial shares in Q2 2026, an estimated $614K.
  • LPL Financial made up 1.18% of Bell Asset Management's portfolio in Q2 2026, its #25 holding.
  • Bell Asset Management first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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