CNB Bank’s LPL Financial LPLA Stock Holding History

CNB 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 Q2	$5.35K	Hold	19	–	–	﹤0.01%	450
2026 Q1	$5.72K	Hold	19	–	–	﹤0.01%	450
2025 Q4	$6.79K	Hold	19	–	–	﹤0.01%	427
2025 Q3	$6.32K	Hold	19	–	–	﹤0.01%	432
2025 Q2	$7.12K	Hold	19	–	–	﹤0.01%	407
2025 Q1	$6.22K	Hold	19	–	–	﹤0.01%	400
2024 Q4	$6.2K	Hold	19	–	–	﹤0.01%	416
2024 Q3	$4.42K	Hold	19	–	–	﹤0.01%	448
2024 Q2	$5.31K	Hold	19	–	–	﹤0.01%	432
2024 Q1	$5.02K	Hold	19	–	–	﹤0.01%	422
2023 Q4	$4.33K	Hold	19	–	–	﹤0.01%	414
2023 Q3	$4.51K	Hold	19	–	–	﹤0.01%	420
2023 Q2	$4.13K	Hold	19	–	–	﹤0.01%	377
2023 Q1	$3.85K	Hold	19	–	–	﹤0.01%	406
2022 Q4	$4.11K	Hold	19	–	–	﹤0.01%	371
2022 Q3	$4K	Hold	19	–	–	﹤0.01%	382
2022 Q2	$4K	Hold	19	–	–	﹤0.01%	366
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	410
2021 Q4	$3K	Buy	+19	New	+$3.14K	﹤0.01%	399

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 $3.37T AUM 44.26% 1-Year Est. Return

CNB Bank's LPLA Position: Q2 2026 in Review

CNB Bank held its LPL Financial (LPLA) position steady in Q2 2026 at 19 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

CNB Bank first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.12K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

CNB Bank held 19 shares of LPL Financial worth $5.35K as of Q2 2026.
CNB Bank left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of CNB Bank's portfolio in Q2 2026, its #450 holding.
CNB Bank first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
CNB Bank's LPL Financial position peaked at $7.12K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CNB Bank's 13F filing for Q2 2026, filed 6 Aug 2026.