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Cullen/Frost Bankers’s LPL Financial LPLA Stock Holding History

Cullen/Frost Bankers’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 		$8.45K Sell
28
-120
-81% -$40.3K ﹤0.01% 1132
2025
Q4 		$52.9K Hold
148
– – ﹤0.01% 789
2025
Q3 		$49.3K Sell
148
-153
-51% -$55.5K ﹤0.01% 754
2025
Q2 		$113K Buy
301
+27
+10% +$9.46K ﹤0.01% 619
2025
Q1 		$89.7K Sell
274
-1,240
-82% -$432K ﹤0.01% 621
2024
Q4 		$494K Sell
1,514
-86
-5% -$25.4K 0.01% 387
2024
Q3 		$372K Sell
1,600
-9
-0.6% -$2.03K 0.01% 425
2024
Q2 		$449K Buy
1,609
+9
+0.6% +$2.44K 0.01% 393
2024
Q1 		$423K Sell
1,600
-28
-2% -$7.07K 0.01% 388
2023
Q4 		$371K Buy
1,628
+28
+2% +$6.29K 0.01% 406
2023
Q3 		$380K Hold
1,600
– – 0.01% 413
2023
Q2 		$348K Sell
1,600
-1,400
-47% -$280K 0.01% 434
2023
Q1 		$607K Hold
3,000
– – 0.01% 358
2022
Q4 		$649K Buy
3,000
+300
+11% +$70.1K 0.01% 354
2022
Q3 		$590K Hold
2,700
– – 0.01% 353
2022
Q2 		$498K Hold
2,700
– – 0.01% 379
2022
Q1 		$493K Hold
2,700
– – 0.01% 400
2021
Q4 		$432K Hold
2,700
– – 0.01% 426
2021
Q3 		$423K Hold
2,700
– – 0.01% 417
2021
Q2 		$364K Hold
2,700
– – 0.01% 451
2021
Q1 		$384K Hold
2,700
– – 0.01% 422
2020
Q4 		$281K Hold
2,700
– – 0.01% 447
2020
Q3 		$207K Hold
2,700
– – 0.01% 462
2020
Q2 		$212K Hold
2,700
– – 0.01% 434
2020
Q1 		$147K Hold
2,700
– – 0.01% 404
2019
Q4 		$249K Buy
+2,700
New +$232K 0.01% 399

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T 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 $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cullen/Frost Bankers's LPLA Position: Q1 2026 in Review

Cullen/Frost Bankers reduced its LPL Financial (LPLA) stake by 81% in Q1 2026, selling an estimated $40.3K and leaving 28 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Cullen/Frost Bankers first reported a position in LPLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $649K in Q4 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Cullen/Frost Bankers held 28 shares of LPL Financial worth $8.45K as of Q1 2026.
  • Cullen/Frost Bankers sold 120 LPL Financial shares in Q1 2026, an estimated $40.3K.
  • LPL Financial made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #1132 holding.
  • Cullen/Frost Bankers first reported a position in LPL Financial in Q4 2019 and has held it in 26 quarters since.
  • Cullen/Frost Bankers's LPL Financial position peaked at $649K in Q4 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.