KBC Group
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KBC Group’s LPL Financial LPLA Stock Holding History

KBC Group’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
Q3 		$4.11M Buy
13,451
+616
+5% +$209K 0.01% 541
2026
Q2 		$3.62M Sell
12,835
-87
-0.7% -$26.1K 0.01% 569
2026
Q1 		$3.89M Buy
12,922
+9
+0.1% +$3.02K 0.01% 524
2025
Q4 		$4.61M Sell
12,913
-21
-0.2% -$7.43K 0.01% 479
2025
Q3 		$4.3M Sell
12,934
-1,427
-10% -$517K 0.01% 472
2025
Q2 		$5.38M Buy
14,361
+682
+5% +$239K 0.01% 434
2025
Q1 		$4.48M Buy
13,679
+453
+3% +$158K 0.01% 471
2024
Q4 		$4.32M Buy
13,226
+2,996
+29% +$886K 0.01% 516
2024
Q3 		$2.38M Sell
10,230
-2,040
-17% -$460K 0.01% 590
2024
Q2 		$3.43M Sell
12,270
-43,395
-78% -$11.8M 0.01% 504
2024
Q1 		$14.7M Buy
55,665
+45,796
+464% +$11.6M 0.05% 288
2023
Q4 		$2.25M Sell
9,869
-1,293
-12% -$291K 0.01% 589
2023
Q3 		$2.65M Sell
11,162
-20,917
-65% -$4.86M 0.01% 545
2023
Q2 		$6.98M Sell
32,079
-15,762
-33% -$3.16M 0.03% 410
2023
Q1 		$9.7M Buy
47,841
+908
+2% +$208K 0.04% 355
2022
Q4 		$10.1M Buy
46,933
+21,084
+82% +$4.93M 0.05% 315
2022
Q3 		$5.65M Buy
25,849
+23,693
+1,099% +$5.04M 0.03% 374
2022
Q2 		$397K Buy
+2,156
New +$409K ﹤0.01% 810

Other funds holding LPLA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KBC Group's LPLA Position: Q3 2026 in Review

KBC Group increased its LPL Financial (LPLA) stake by 4.8% in Q3 2026, buying an estimated $209K and bringing the position to 13,451 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #541.

KBC Group first reported a position in LPLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $14.7M in Q1 2024. 398 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • KBC Group held 13,451 shares of LPL Financial worth $4.11M as of Q3 2026.
  • KBC Group bought 616 LPL Financial shares in Q3 2026, an estimated $209K.
  • LPL Financial made up 0.01% of KBC Group's portfolio in Q3 2026, its #541 holding.
  • KBC Group first reported a position in LPL Financial in Q2 2022 and has held it in 18 quarters since.
  • KBC Group's LPL Financial position peaked at $14.7M in Q1 2024.
  • 398 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on KBC Group's 13F filing for Q3 2026, filed 22 Oct 2026.