CIBC Bancorp USA’s LPL Financial LPLA Stock Holding History

CIBC Bancorp USA’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	$3.81M	Buy	13,539 +2,139	+19%	+$642K	﹤0.01%	817
2026 Q1	$3.43M	Buy	+11,400	New	+$3.83M	﹤0.01%	804
2025 Q3	$954K	Buy	+2,868	New	+$1.04M	0.01%	689

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIBC Bancorp USA's LPLA Position: Q2 2026 in Review

CIBC Bancorp USA increased its LPL Financial (LPLA) stake by 19% in Q2 2026, buying an estimated $642K and bringing the position to 13,539 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #817.

CIBC Bancorp USA first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

CIBC Bancorp USA held 13,539 shares of LPL Financial worth $3.81M as of Q2 2026.
CIBC Bancorp USA bought 2,139 LPL Financial shares in Q2 2026, an estimated $642K.
LPL Financial made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #817 holding.
CIBC Bancorp USA first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.