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Bell Investment Advisors’s LPL Financial LPLA Stock Holding History

Bell Investment Advisors’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 		$11.8K Sell
42
-1
-2% -$300 ﹤0.01% 658
2026
Q1 		$12.9K Sell
43
-16
-27% -$5.37K ﹤0.01% 592
2025
Q4 		$21.1K Buy
59
+12
+26% +$4.24K ﹤0.01% 436
2025
Q3 		$15.6K Sell
47
-14
-23% -$5.08K ﹤0.01% 488
2025
Q2 		$22.9K Buy
61
+4
+7% +$1.4K ﹤0.01% 389
2025
Q1 		$18.6K Hold
57
– – ﹤0.01% 407
2024
Q4 		$18.6K Buy
57
+4
+8% +$1.18K ﹤0.01% 407
2024
Q3 		$12.3K Sell
53
-4
-7% -$901 ﹤0.01% 542
2024
Q2 		$15.9K Buy
57
+2
+4% +$543 ﹤0.01% 450
2024
Q1 		$14.5K Hold
55
– – ﹤0.01% 455
2023
Q4 		$12.5K Sell
55
-2
-4% -$450 ﹤0.01% 481
2023
Q3 		$13.5K Sell
57
-4
-7% -$929 ﹤0.01% 400
2023
Q2 		$13.3K Buy
61
+5
+9% +$1K ﹤0.01% 416
2023
Q1 		$11.3K Buy
56
+4
+8% +$914 ﹤0.01% 444
2022
Q4 		$11.2K Sell
52
-2
-4% -$468 ﹤0.01% 450
2022
Q3 		$12K Buy
54
+8
+17% +$1.7K ﹤0.01% 367
2022
Q2 		$8K Buy
+46
New +$8.74K ﹤0.01% 504
2021
Q4 		$5K Hold
31
– – ﹤0.01% 772
2021
Q3 		$5K Buy
+31
New +$4.45K ﹤0.01% 720

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 $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's LPLA Position: Q2 2026 in Review

Bell Investment Advisors reduced its LPL Financial (LPLA) stake by 2.3% in Q2 2026, selling an estimated $300 and leaving 42 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Bell Investment Advisors first reported a position in LPLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.9K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Bell Investment Advisors held 42 shares of LPL Financial worth $11.8K as of Q2 2026.
  • Bell Investment Advisors sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #658 holding.
  • Bell Investment Advisors first reported a position in LPL Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's LPL Financial position peaked at $22.9K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.