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Commerce Bank’s LPL Financial LPLA Stock Holding History

Commerce 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 		$3.71M Sell
13,172
-775
-6% -$233K 0.02% 427
2026
Q1 		$4.2M Sell
13,947
-731
-5% -$245K 0.02% 381
2025
Q4 		$5.24M Sell
14,678
-268
-2% -$94.8K 0.03% 308
2025
Q3 		$4.97M Sell
14,946
-210
-1% -$76.1K 0.03% 321
2025
Q2 		$5.68M Sell
15,156
-476
-3% -$167K 0.03% 289
2025
Q1 		$5.11M Sell
15,632
-3,184
-17% -$1.11M 0.03% 302
2024
Q4 		$6.14M Sell
18,816
-1,729
-8% -$511K 0.04% 273
2024
Q3 		$4.78M Sell
20,545
-155,726
-88% -$35.1M 0.03% 325
2024
Q2 		$49.2M Sell
176,271
-7,242
-4% -$1.97M 0.32% 75
2024
Q1 		$48.5M Sell
183,513
-172
-0.1% -$43.4K 0.32% 82
2023
Q4 		$41.8M Sell
183,685
-11,301
-6% -$2.54M 0.3% 86
2023
Q3 		$46.3M Sell
194,986
-412
-0.2% -$95.7K 0.36% 75
2023
Q2 		$42.5M Sell
195,398
-5,273
-3% -$1.06M 0.32% 82
2023
Q1 		$40.6M Buy
200,671
+2,442
+1% +$558K 0.32% 79
2022
Q4 		$42.9M Buy
198,229
+1,536
+0.8% +$359K 0.35% 72
2022
Q3 		$43M Sell
196,693
-53,435
-21% -$11.4M 0.37% 70
2022
Q2 		$46.1M Buy
250,128
+10,380
+4% +$1.97M 0.38% 70
2022
Q1 		$43.8M Buy
+239,748
New +$41.8M 0.3% 87

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

Commerce Bank's LPLA Position: Q2 2026 in Review

Commerce Bank reduced its LPL Financial (LPLA) stake by 5.6% in Q2 2026, selling an estimated $233K and leaving 13,172 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #427.

Commerce Bank first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $49.2M in Q2 2024. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Commerce Bank held 13,172 shares of LPL Financial worth $3.71M as of Q2 2026.
  • Commerce Bank sold 775 LPL Financial shares in Q2 2026, an estimated $233K.
  • LPL Financial made up 0.02% of Commerce Bank's portfolio in Q2 2026, its #427 holding.
  • Commerce Bank first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Commerce Bank's LPL Financial position peaked at $49.2M in Q2 2024.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.