Bessemer Group
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Bessemer Group’s LPL Financial LPLA Stock Holding History

Bessemer Group’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 		$1.48M Buy
4,933
+1,489
+43% +$500K ﹤0.01% 871
2025
Q4 		$1.23M Sell
3,444
-13
-0.4% -$4.6K ﹤0.01% 913
2025
Q3 		$1.15M Buy
3,457
+126
+4% +$45.7K ﹤0.01% 616
2025
Q2 		$1.25M Buy
3,331
+712
+27% +$249K ﹤0.01% 578
2025
Q1 		$856K Buy
2,619
+733
+39% +$255K ﹤0.01% 751
2024
Q4 		$615K Buy
1,886
+284
+18% +$84K ﹤0.01% 851
2024
Q3 		$372K Buy
1,602
+3
+0.2% +$676 ﹤0.01% 970
2024
Q2 		$446K Hold
1,599
– – ﹤0.01% 823
2024
Q1 		$423K Sell
1,599
-376
-19% -$94.9K ﹤0.01% 848
2023
Q4 		$449K Sell
1,975
-1,031
-34% -$232K ﹤0.01% 854
2023
Q3 		$714K Sell
3,006
-47
-2% -$10.9K ﹤0.01% 706
2023
Q2 		$664K Sell
3,053
-162
-5% -$32.4K ﹤0.01% 730
2023
Q1 		$651K Buy
3,215
+632
+24% +$144K ﹤0.01% 681
2022
Q4 		$558K Sell
2,583
-27
-1% -$6.31K ﹤0.01% 696
2022
Q3 		$570K Buy
2,610
+473
+22% +$101K ﹤0.01% 687
2022
Q2 		$395K Buy
2,137
+1,564
+273% +$297K ﹤0.01% 758
2022
Q1 		$105K Hold
573
– – ﹤0.01% 960
2021
Q4 		$92K Buy
573
+385
+205% +$63.5K ﹤0.01% 1013
2021
Q3 		$29K Sell
188
-3,427
-95% -$492K ﹤0.01% 1158
2021
Q2 		$488K Hold
3,615
– – ﹤0.01% 583
2021
Q1 		$514K Hold
3,615
– – ﹤0.01% 537
2020
Q4 		$377K Hold
3,615
– – ﹤0.01% 592
2020
Q3 		$277K Sell
3,615
-13,087
-78% -$1.04M ﹤0.01% 653
2020
Q2 		$1.31M Buy
+16,702
New +$1.12M ﹤0.01% 634
2019
Q1 		– Sell
-70
Closed -$4K – 1882
2018
Q4 		$4K Hold
70
– – ﹤0.01% 1822
2018
Q3 		$5K Buy
+70
New +$4.64K ﹤0.01% 1688
2017
Q1 		– Sell
-50
Closed -$2K – 1844
2016
Q4 		$2K Buy
+50
New +$1.75K ﹤0.01% 1853

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bessemer Group's LPLA Position: Q1 2026 in Review

Bessemer Group increased its LPL Financial (LPLA) stake by 43% in Q1 2026, buying an estimated $500K and bringing the position to 4,933 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Bessemer Group first reported a position in LPLA in Q4 2016 and has held it in 27 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Bessemer Group held 4,933 shares of LPL Financial worth $1.48M as of Q1 2026.
  • Bessemer Group bought 1,489 LPL Financial shares in Q1 2026, an estimated $500K.
  • LPL Financial made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #871 holding.
  • Bessemer Group first reported a position in LPL Financial in Q4 2016 and has held it in 27 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.