LPL Financial
PACW

LPL Financial’s PacWest Bancorp PACW Stock Holding History

LPL Financial’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50,226
Closed -$397K – 4948
2023
Q3 		$397K Sell
50,226
-35,597
-41% -$297K ﹤0.01% 3667
2023
Q2 		$699K Buy
85,823
+13,235
+18% +$107K ﹤0.01% 3161
2023
Q1 		$706K Buy
72,588
+41,980
+137% +$934K ﹤0.01% 3049
2022
Q4 		$702K Sell
30,608
-3,502
-10% -$84.9K ﹤0.01% 2944
2022
Q3 		$771K Buy
34,110
+16,647
+95% +$448K ﹤0.01% 2742
2022
Q2 		$466K Buy
17,463
+3,079
+21% +$99.6K ﹤0.01% 3274
2022
Q1 		$620K Buy
14,384
+1,628
+13% +$76.8K ﹤0.01% 3027
2021
Q4 		$576K Buy
12,756
+1,299
+11% +$60.5K ﹤0.01% 3158
2021
Q3 		$519K Buy
11,457
+1,133
+11% +$47K ﹤0.01% 3183
2021
Q2 		$425K Buy
10,324
+1,485
+17% +$63.5K ﹤0.01% 3292
2021
Q1 		$337K Buy
8,839
+602
+7% +$21.1K ﹤0.01% 3386
2020
Q4 		$209K Buy
+8,237
New +$184K ﹤0.01% 3491
2020
Q2 		– Sell
-10,791
Closed -$193K – 3521
2020
Q1 		$193K Sell
10,791
-1,160
-10% -$36.3K ﹤0.01% 2823
2019
Q4 		$457K Sell
11,951
-12,502
-51% -$470K ﹤0.01% 2454
2019
Q3 		$889K Sell
24,453
-8,182
-25% -$296K ﹤0.01% 1825
2019
Q2 		$1.27M Buy
+32,635
New +$1.26M ﹤0.01% 1568
2018
Q3 		– Sell
-7,996
Closed -$395K – 3321
2018
Q2 		$395K Sell
7,996
-350
-4% -$18.3K ﹤0.01% 2406
2018
Q1 		$413K Buy
8,346
+1,847
+28% +$96.5K ﹤0.01% 2326
2017
Q4 		$328K Sell
6,499
-1,439
-18% -$68.6K ﹤0.01% 2405
2017
Q3 		$401K Sell
7,938
-2,188
-22% -$102K ﹤0.01% 2115
2017
Q2 		$473K Buy
10,126
+1,498
+17% +$73.1K ﹤0.01% 1930
2017
Q1 		$455K Buy
8,628
+854
+11% +$46.8K ﹤0.01% 1885
2016
Q4 		$429K Sell
7,774
-7,552
-49% -$365K ﹤0.01% 1865
2016
Q3 		$654K Buy
15,326
+3,336
+28% +$139K 0.01% 1500
2016
Q2 		$458K Buy
+11,990
New +$470K ﹤0.01% 1755
2015
Q4 		– Sell
-6,292
Closed -$275K – 3261
2015
Q3 		$275K Sell
6,292
-8,057
-56% -$361K ﹤0.01% 2263
2015
Q2 		$668K Buy
14,349
+7,133
+99% +$330K ﹤0.01% 1667
2015
Q1 		$336K Buy
7,216
+1,962
+37% +$88.6K ﹤0.01% 2149
2014
Q4 		$239K Buy
+5,254
New +$230K ﹤0.01% 2358
2013
Q4 		– Sell
-15,789
Closed -$579K – 2705
2013
Q3 		$579K Buy
+15,789
New +$535K ﹤0.01% 1542

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's PACW Position: Q4 2023 in Review

LPL Financial sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 50,226 shares — an estimated $397K sold.

LPL Financial first reported a position in PACW in Q3 2013 and held it in 30 quarters. The position peaked at $1.27M in Q2 2019. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • LPL Financial reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 50,226 PacWest Bancorp shares in Q4 2023, an estimated $397K.
  • LPL Financial first reported a position in PacWest Bancorp in Q3 2013 and held it in 30 quarters.
  • LPL Financial's PacWest Bancorp position peaked at $1.27M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.