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Bridges Investment Management’s LPL Financial LPLA Stock Holding History

Bridges Investment 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
Q2 		$467K Hold
1,658
– – 0.01% 314
2026
Q1 		$499K Sell
1,658
-190
-10% -$63.8K 0.01% 289
2025
Q4 		$660K Buy
1,848
+504
+38% +$178K 0.01% 271
2025
Q3 		$447K Buy
1,344
+149
+12% +$54K 0.01% 305
2025
Q2 		$448K Buy
1,195
+9
+0.8% +$3.15K 0.01% 299
2025
Q1 		$388K Buy
1,186
+1
+0.1% +$348 0.01% 304
2024
Q4 		$387K Hold
1,185
– – 0.01% 314
2024
Q3 		$276K Buy
1,185
+37
+3% +$8.34K ﹤0.01% 359
2024
Q2 		$321K Buy
+1,148
New +$312K ﹤0.01% 329
2019
Q4 		– Sell
-3,690
Closed -$302K – 340
2019
Q3 		$302K Buy
+3,690
New +$295K 0.01% 363

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

Bridges Investment Management's LPLA Position: Q2 2026 in Review

Bridges Investment Management held its LPL Financial (LPLA) position steady in Q2 2026 at 1,658 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #314.

Bridges Investment Management first reported a position in LPLA in Q3 2019 and has held it in 10 quarters since. The position peaked at $660K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Bridges Investment Management held 1,658 shares of LPL Financial worth $467K as of Q2 2026.
  • Bridges Investment Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #314 holding.
  • Bridges Investment Management first reported a position in LPL Financial in Q3 2019 and has held it in 10 quarters since.
  • Bridges Investment Management's LPL Financial position peaked at $660K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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