FUBT
LPLA icon

First United Bank & Trust’s LPL Financial LPLA Stock Holding History

First United Bank & Trust’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 		$2.25K Hold
8
– – ﹤0.01% 405
2026
Q1 		$2.41K Hold
8
– – ﹤0.01% 379
2025
Q4 		$2.86K Sell
8
-15
-65% -$5.3K ﹤0.01% 368
2025
Q3 		$7.65K Buy
23
+15
+188% +$5.44K ﹤0.01% 348
2025
Q2 		$3K Hold
8
– – ﹤0.01% 357
2025
Q1 		$2.62K Buy
+8
New +$2.79K ﹤0.01% 374

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

First United Bank & Trust's LPLA Position: Q2 2026 in Review

First United Bank & Trust held its LPL Financial (LPLA) position steady in Q2 2026 at 8 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

First United Bank & Trust first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.65K in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • First United Bank & Trust held 8 shares of LPL Financial worth $2.25K as of Q2 2026.
  • First United Bank & Trust left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #405 holding.
  • First United Bank & Trust first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • First United Bank & Trust's LPL Financial position peaked at $7.65K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.