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Bellevue Asset Management’s LPL Financial LPLA Stock Holding History

Bellevue 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
Q1 		– Sell
-7
Closed -$2.5K – 443
2025
Q4 		$2.5K Hold
7
– – ﹤0.01% 414
2025
Q3 		$2.33K Buy
7
+1
+17% +$362 ﹤0.01% 421
2025
Q2 		$2.25K Buy
6
+2
+50% +$701 ﹤0.01% 422
2025
Q1 		$1.31K Buy
+4
New +$1.39K ﹤0.01% 454

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Bellevue Asset Management's LPLA Position: Q1 2026 in Review

Bellevue Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 7 shares — an estimated $2.5K sold.

Bellevue Asset Management first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $2.5K in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Bellevue Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 7 LPL Financial shares in Q1 2026, an estimated $2.5K.
  • Bellevue Asset Management first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
  • Bellevue Asset Management's LPL Financial position peaked at $2.5K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.