Bessemer Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
5,452
+519
| +11% | +$156K | ﹤0.01% | 911 |
|
|
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
JT
SC
Bessemer Group's LPLA Position: Q2 2026 in Review
Bessemer Group increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $156K and bringing the position to 5,452 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #911.
Bessemer Group first reported a position in LPLA in Q4 2016 and has held it in 28 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Bessemer Group held 5,452 shares of LPL Financial worth $1.53M as of Q2 2026.
- Bessemer Group bought 519 LPL Financial shares in Q2 2026, an estimated $156K.
- LPL Financial made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #911 holding.
- Bessemer Group first reported a position in LPL Financial in Q4 2016 and has held it in 28 quarters since.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.