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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
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

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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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return