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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
Q2 		– Sell
-750
Closed -$226K – 425
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

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

Intrust Bank's LPLA Position: Q2 2026 in Review

Intrust Bank sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 750 shares — an estimated $226K sold.

Intrust Bank first reported a position in LPLA in Q1 2022 and held it in 16 quarters. The position peaked at $453K in Q3 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Intrust Bank reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Intrust Bank sold 750 LPL Financial shares in Q2 2026, an estimated $226K.
  • Intrust Bank first reported a position in LPL Financial in Q1 2022 and held it in 16 quarters.
  • Intrust Bank's LPL Financial position peaked at $453K in Q3 2022.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Intrust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.