CNB
LPLA icon

Camden National Bank’s LPL Financial LPLA Stock Holding History

Camden National Bank’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 		$297K Buy
986
+77
+8% +$25.8K 0.04% 131
2025
Q4 		$325K Sell
909
-27
-3% -$9.55K 0.04% 124
2025
Q3 		$311K Sell
936
-31
-3% -$11.2K 0.04% 125
2025
Q2 		$363K Buy
967
+29
+3% +$10.2K 0.05% 114
2025
Q1 		$307K Sell
938
-166
-15% -$57.8K 0.05% 121
2024
Q4 		$360K Buy
+1,104
New +$326K 0.05% 113

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

Camden National Bank's LPLA Position: Q1 2026 in Review

Camden National Bank increased its LPL Financial (LPLA) stake by 8.5% in Q1 2026, buying an estimated $25.8K and bringing the position to 986 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #131.

Camden National Bank first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Camden National Bank held 986 shares of LPL Financial worth $297K as of Q1 2026.
  • Camden National Bank bought 77 LPL Financial shares in Q1 2026, an estimated $25.8K.
  • LPL Financial made up 0.04% of Camden National Bank's portfolio in Q1 2026, its #131 holding.
  • Camden National Bank first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Camden National Bank's LPL Financial position peaked at $363K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Camden National Bank's 13F filing for Q1 2026, filed 4 May 2026.