DZ Bank
LPLA icon

DZ Bank’s LPL Financial LPLA Stock Holding History

DZ 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 		– Sell
-642
Closed -$193K – 1111
2026
Q1 		$193K Sell
642
-535
-45% -$180K ﹤0.01% 905
2025
Q4 		$420K Sell
1,177
-296
-20% -$105K ﹤0.01% 814
2025
Q3 		$490K Hold
1,473
– – ﹤0.01% 771
2025
Q2 		$552K Sell
1,473
-1,792
-55% -$628K ﹤0.01% 734
2025
Q1 		$1.07M Sell
3,265
-1,078
-25% -$375K ﹤0.01% 675
2024
Q4 		$1.42M Sell
4,343
-1,316
-23% -$389K ﹤0.01% 618
2024
Q3 		$1.32M Buy
5,659
+2,150
+61% +$484K ﹤0.01% 634
2024
Q2 		$980K Hold
3,509
– – ﹤0.01% 679
2024
Q1 		$927K Buy
3,509
+1,053
+43% +$266K ﹤0.01% 687
2023
Q4 		$559K Hold
2,456
– – ﹤0.01% 729
2023
Q3 		$584K Hold
2,456
– – ﹤0.01% 707
2023
Q2 		$534K Sell
2,456
-4,565
-65% -$914K ﹤0.01% 745
2023
Q1 		$1.42M Sell
7,021
-566
-7% -$129K ﹤0.01% 624
2022
Q4 		$1.64M Hold
7,587
– – ﹤0.01% 622
2022
Q3 		$1.66M Hold
7,587
– – ﹤0.01% 611
2022
Q2 		$1.4M Sell
7,587
-703
-8% -$134K ﹤0.01% 671
2022
Q1 		$1.51M Buy
8,290
+1,156
+16% +$201K ﹤0.01% 669
2021
Q4 		$1.15M Buy
7,134
+1,560
+28% +$257K ﹤0.01% 704
2021
Q3 		$874K Hold
5,574
– – ﹤0.01% 698
2021
Q2 		$752K Buy
+5,574
New +$811K ﹤0.01% 717
2018
Q2 		– Sell
-379
Closed -$23K – 989
2018
Q1 		$23K Buy
+379
New +$23.5K ﹤0.01% 1049

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

DZ Bank's LPLA Position: Q2 2026 in Review

DZ Bank sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 642 shares — an estimated $193K sold.

DZ Bank first reported a position in LPLA in Q1 2018 and held it in 21 quarters. The position peaked at $1.66M in Q3 2022. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • DZ Bank reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • DZ Bank sold 642 LPL Financial shares in Q2 2026, an estimated $193K.
  • DZ Bank first reported a position in LPL Financial in Q1 2018 and held it in 21 quarters.
  • DZ Bank's LPL Financial position peaked at $1.66M in Q3 2022.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.