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Intrust Bank’s LPL Financial LPLA Stock Holding History

Intrust 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 		$226K Buy
750
+3
+0.4% +$1.01K 0.02% 386
2025
Q4 		$267K Hold
747
– – 0.02% 354
2025
Q3 		$249K Hold
747
– – 0.02% 364
2025
Q2 		$280K Sell
747
-31
-4% -$10.9K 0.02% 349
2025
Q1 		$255K Sell
778
-26
-3% -$9.05K 0.03% 342
2024
Q4 		$263K Buy
+804
New +$238K 0.03% 343
2024
Q3 		– Sell
-915
Closed -$256K – 386
2024
Q2 		$256K Sell
915
-34
-4% -$9.23K 0.03% 346
2024
Q1 		$251K Sell
949
-25
-3% -$6.31K 0.03% 357
2023
Q4 		$222K Sell
974
-101
-9% -$22.7K 0.03% 362
2023
Q3 		$255K Sell
1,075
-106
-9% -$24.6K 0.03% 329
2023
Q2 		$257K Sell
1,181
-250
-17% -$50.1K 0.03% 343
2023
Q1 		$290K Sell
1,431
-183
-11% -$41.8K 0.04% 315
2022
Q4 		$349K Sell
1,614
-459
-22% -$107K 0.05% 282
2022
Q3 		$453K Buy
2,073
+287
+16% +$61K 0.07% 235
2022
Q2 		$330K Buy
1,786
+564
+46% +$107K 0.05% 286
2022
Q1 		$223K Buy
+1,222
New +$213K 0.03% 357

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Boston Partners
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Massachusetts Financial Services
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VPM
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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