LPL Financial
B

LPL Financial’s Barnes Group Inc. B Stock Holding History

LPL Financial’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,591
Closed -$264K – 5570
2024
Q4 		$264K Buy
5,591
+285
+5% +$13.2K ﹤0.01% 4636
2024
Q3 		$214K Buy
5,306
+237
+5% +$9.34K ﹤0.01% 4679
2024
Q2 		$210K Sell
5,069
-6,160
-55% -$233K ﹤0.01% 4531
2024
Q1 		$417K Buy
11,229
+555
+5% +$19.1K ﹤0.01% 3926
2023
Q4 		$348K Sell
10,674
-108
-1% -$3.08K ﹤0.01% 3976
2023
Q3 		$366K Buy
10,782
+548
+5% +$21.2K ﹤0.01% 3742
2023
Q2 		$432K Buy
10,234
+421
+4% +$17.1K ﹤0.01% 3557
2023
Q1 		$395K Sell
9,813
-404
-4% -$17K ﹤0.01% 3522
2022
Q4 		$417K Buy
10,217
+184
+2% +$6.88K ﹤0.01% 3414
2022
Q3 		$290K Buy
10,033
+132
+1% +$4.23K ﹤0.01% 3621
2022
Q2 		$308K Sell
9,901
-386
-4% -$13.4K ﹤0.01% 3606
2022
Q1 		$413K Buy
10,287
+1,298
+14% +$58.2K ﹤0.01% 3340
2021
Q4 		$419K Buy
8,989
+2,080
+30% +$91.9K ﹤0.01% 3427
2021
Q3 		$288K Sell
6,909
-3,100
-31% -$148K ﹤0.01% 3692
2021
Q2 		$513K Sell
10,009
-317
-3% -$16.4K ﹤0.01% 3143
2021
Q1 		$512K Sell
10,326
-4,332
-30% -$227K ﹤0.01% 3004
2020
Q4 		$743K Buy
+14,658
New +$648K ﹤0.01% 2425
2020
Q3 		– Sell
-5,507
Closed -$218K – 3640
2020
Q2 		$218K Buy
5,507
+565
+11% +$21.7K ﹤0.01% 3075
2020
Q1 		$207K Buy
4,942
+189
+4% +$10.7K ﹤0.01% 2785
2019
Q4 		$295K Buy
+4,753
New +$275K ﹤0.01% 2783
2018
Q4 		– Sell
-5,626
Closed -$400K – 3269
2018
Q3 		$400K Sell
5,626
-1,871
-25% -$124K ﹤0.01% 2423
2018
Q2 		$442K Sell
7,497
-369
-5% -$21.9K ﹤0.01% 2305
2018
Q1 		$471K Sell
7,866
-776
-9% -$49K ﹤0.01% 2206
2017
Q4 		$547K Sell
8,642
-4,644
-35% -$308K ﹤0.01% 1992
2017
Q3 		$936K Buy
13,286
+3,376
+34% +$210K ﹤0.01% 1489
2017
Q2 		$580K Buy
9,910
+1,340
+16% +$74K ﹤0.01% 1769
2017
Q1 		$429K Sell
8,570
-174
-2% -$8.52K ﹤0.01% 1931
2016
Q4 		$420K Sell
8,744
-372
-4% -$16.2K ﹤0.01% 1885
2016
Q3 		$362K Buy
9,116
+256
+3% +$9.94K ﹤0.01% 1981
2016
Q2 		$294K Buy
+8,860
New +$301K ﹤0.01% 2090

Other funds holding B

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's B Position: Q1 2025 in Review

LPL Financial sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 5,591 shares — an estimated $264K sold.

LPL Financial first reported a position in B in Q2 2016 and held it in 30 quarters. The position peaked at $936K in Q3 2017. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • LPL Financial reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 5,591 Barnes Group Inc. shares in Q1 2025, an estimated $264K.
  • LPL Financial first reported a position in Barnes Group Inc. in Q2 2016 and held it in 30 quarters.
  • LPL Financial's Barnes Group Inc. position peaked at $936K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.