LPL Financial
BWLP icon

LPL Financial’s BW LPG BWLP Stock Holding History

LPL Financial’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$556K Sell
32,037
-3,533
-10% -$55.8K ﹤0.01% 4666
2025
Q4 		$466K Buy
35,570
+19,878
+127% +$254K ﹤0.01% 4777
2025
Q3 		$224K Buy
15,692
+5,195
+49% +$75.3K ﹤0.01% 5277
2025
Q2 		$124K Buy
+10,497
New +$112K ﹤0.01% 5222

Other funds holding BWLP

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

LPL Financial's BWLP Position: Q1 2026 in Review

LPL Financial reduced its BW LPG (BWLP) stake by 9.9% in Q1 2026, selling an estimated $55.8K and leaving 32,037 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #4666.

LPL Financial first reported a position in BWLP in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold BWLP as of Q1 2026.

  • LPL Financial held 32,037 shares of BW LPG worth $556K as of Q1 2026.
  • LPL Financial sold 3,533 BW LPG shares in Q1 2026, an estimated $55.8K.
  • BW LPG made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4666 holding.
  • LPL Financial first reported a position in BW LPG in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held BW LPG as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.