LPL Financial
MSBI icon

LPL Financial’s Midland States Bancorp MSBI Stock Holding History

LPL Financial’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125,066
Closed -$2.17M – 5920
2025
Q2 		$2.17M Buy
125,066
+7,561
+6% +$128K ﹤0.01% 3048
2025
Q1 		$2.01M Buy
117,505
+44,230
+60% +$888K ﹤0.01% 2947
2024
Q4 		$1.79M Sell
73,275
-30,777
-30% -$770K ﹤0.01% 2964
2024
Q3 		$2.33M Buy
+104,052
New +$2.36M ﹤0.01% 2580

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial's MSBI Position: Q3 2025 in Review

LPL Financial sold out of Midland States Bancorp (MSBI) in Q3 2025, closing a stake of 125,066 shares — an estimated $2.17M sold.

LPL Financial first reported a position in MSBI in Q3 2024 and held it in 4 quarters. The position peaked at $2.33M in Q3 2024. 140 funds tracked by Wall St. Rank hold MSBI as of Q3 2025.

  • LPL Financial reported no remaining Midland States Bancorp position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 125,066 Midland States Bancorp shares in Q3 2025, an estimated $2.17M.
  • LPL Financial first reported a position in Midland States Bancorp in Q3 2024 and held it in 4 quarters.
  • LPL Financial's Midland States Bancorp position peaked at $2.33M in Q3 2024.
  • 140 funds tracked by Wall St. Rank held Midland States Bancorp as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.