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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
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 $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return