KeyBank National Association
LPLA icon

KeyBank National Association’s LPL Financial LPLA Stock Holding History

KeyBank National Association’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 		$621K Buy
2,203
+391
+22% +$117K ﹤0.01% 825
2026
Q1 		$545K Buy
1,812
+355
+24% +$119K ﹤0.01% 795
2025
Q4 		$520K Buy
1,457
+20
+1% +$7.07K ﹤0.01% 794
2025
Q3 		$478K Buy
1,437
+185
+15% +$67.1K ﹤0.01% 810
2025
Q2 		$469K Buy
1,252
+303
+32% +$106K ﹤0.01% 799
2025
Q1 		$310K Buy
+949
New +$330K ﹤0.01% 956
2014
Q2 		– Sell
-4,998
Closed -$263K – 1275
2014
Q1 		$263K Sell
4,998
-1,888
-27% -$99.7K ﹤0.01% 1126
2013
Q4 		$324K Sell
6,886
-932
-12% -$39.1K ﹤0.01% 1056
2013
Q3 		$300K Sell
7,818
-1,756
-18% -$67.2K ﹤0.01% 1051
2013
Q2 		$362K Buy
+9,574
New +$342K ﹤0.01% 1082

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

KeyBank National Association's LPLA Position: Q2 2026 in Review

KeyBank National Association increased its LPL Financial (LPLA) stake by 22% in Q2 2026, buying an estimated $117K and bringing the position to 2,203 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

KeyBank National Association first reported a position in LPLA in Q2 2013 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • KeyBank National Association held 2,203 shares of LPL Financial worth $621K as of Q2 2026.
  • KeyBank National Association bought 391 LPL Financial shares in Q2 2026, an estimated $117K.
  • LPL Financial made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #825 holding.
  • KeyBank National Association first reported a position in LPL Financial in Q2 2013 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.