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
Q3 		$1.43M Sell
4,688
-764
-14% -$260K ﹤0.01% 898
2026
Q2 		$1.54M 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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bessemer Group's LPLA Position: Q3 2026 in Review

Bessemer Group reduced its LPL Financial (LPLA) stake by 14% in Q3 2026, selling an estimated $260K and leaving 4,688 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Bessemer Group first reported a position in LPLA in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.54M in Q2 2026. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Bessemer Group held 4,688 shares of LPL Financial worth $1.43M as of Q3 2026.
  • Bessemer Group sold 764 LPL Financial shares in Q3 2026, an estimated $260K.
  • LPL Financial made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #898 holding.
  • Bessemer Group first reported a position in LPL Financial in Q4 2016 and has held it in 29 quarters since.
  • Bessemer Group's LPL Financial position peaked at $1.54M in Q2 2026.
  • 443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.