M&T Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
4,929
+12
| +0.2% | +$4.03K | 0.01% | 700 |
|
|
2025
Q4 | $1.76M | Buy |
4,917
+850
| +21% | +$301K | 0.01% | 679 |
|
|
2025
Q3 | $1.35M | Sell |
4,067
-721
| -15% | -$261K | ﹤0.01% | 691 |
|
|
2025
Q2 | $1.79M | Buy |
4,788
+83
| +2% | +$29.1K | 0.01% | 654 |
|
|
2025
Q1 | $1.54M | Sell |
4,705
-3
| -0.1% | -$1.04K | 0.01% | 694 |
|
|
2024
Q4 | $1.54M | Buy |
4,708
+281
| +6% | +$83.1K | 0.01% | 755 |
|
|
2024
Q3 | $1.03M | Buy |
4,427
+12
| +0.3% | +$2.7K | ﹤0.01% | 893 |
|
|
2024
Q2 | $1.23M | Buy |
4,415
+208
| +5% | +$56.5K | ﹤0.01% | 808 |
|
|
2024
Q1 | $1.11M | Sell |
4,207
-33
| -0.8% | -$8.33K | ﹤0.01% | 842 |
|
|
2023
Q4 | $965K | Sell |
4,240
-741
| -15% | -$167K | ﹤0.01% | 880 |
|
|
2023
Q3 | $1.18M | Buy |
4,981
+34
| +0.7% | +$7.89K | ﹤0.01% | 780 |
|
|
2023
Q2 | $1.08M | Sell |
4,947
-84
| -2% | -$16.8K | ﹤0.01% | 841 |
|
|
2023
Q1 | $1.02M | Buy |
5,031
+219
| +5% | +$50.1K | ﹤0.01% | 861 |
|
|
2022
Q4 | $1.04M | Sell |
4,812
-52
| -1% | -$12.2K | ﹤0.01% | 837 |
|
|
2022
Q3 | $1.06M | Sell |
4,864
-80
| -2% | -$17K | ﹤0.01% | 805 |
|
|
2022
Q2 | $765K | Buy |
4,944
+901
| +22% | +$171K | ﹤0.01% | 860 |
|
|
2022
Q1 | $739K | Buy |
4,043
+1,958
| +94% | +$341K | ﹤0.01% | 852 |
|
|
2021
Q4 | $335K | Buy |
2,085
+61
| +3% | +$10.1K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $317K | Sell |
2,024
-219
| -10% | -$31.5K | ﹤0.01% | 1208 |
|
|
2021
Q2 | $303K | Buy |
2,243
+8
| +0.4% | +$1.16K | ﹤0.01% | 1260 |
|
|
2021
Q1 | $318K | Sell |
2,235
-1,643
| -42% | -$210K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $404K | Sell |
3,878
-561
| -13% | -$50.4K | ﹤0.01% | 1170 |
|
|
2020
Q3 | $340K | Buy |
4,439
+1,106
| +33% | +$87.8K | ﹤0.01% | 1163 |
|
|
2020
Q2 | $262K | Buy |
+3,333
| New | +$223K | ﹤0.01% | 1258 |
|
|
2020
Q1 | – | Sell |
-2,352
| Closed | -$216K | – | 1639 |
|
|
2019
Q4 | $216K | Buy |
+2,352
| New | +$202K | ﹤0.01% | 1236 |
|
|
2019
Q2 | – | Sell |
-3,132
| Closed | -$218K | – | 1653 |
|
|
2019
Q1 | $218K | Buy |
+3,132
| New | +$226K | ﹤0.01% | 1376 |
|
|
2018
Q4 | – | Sell |
-7,665
| Closed | -$495K | – | 1505 |
|
|
2018
Q3 | $495K | Sell |
7,665
-900
| -11% | -$59.7K | ﹤0.01% | 1008 |
|
|
2018
Q2 | $561K | Buy |
8,565
+4,127
| +93% | +$271K | ﹤0.01% | 961 |
|
|
2018
Q1 | $271K | Buy |
4,438
+115
| +3% | +$7.13K | ﹤0.01% | 1267 |
|
|
2017
Q4 | $247K | Buy |
4,323
+178
| +4% | +$9.37K | ﹤0.01% | 1338 |
|
|
2017
Q3 | $213K | Buy |
+4,145
| New | +$191K | ﹤0.01% | 1392 |
|
|
2016
Q1 | – | Sell |
-8,350
| Closed | -$357K | – | 1771 |
|
|
2015
Q4 | $357K | Sell |
8,350
-372
| -4% | -$15.8K | ﹤0.01% | 1220 |
|
|
2015
Q3 | $347K | Buy |
8,722
+3,893
| +81% | +$167K | ﹤0.01% | 1243 |
|
|
2015
Q2 | $225K | Buy |
+4,829
| New | +$209K | ﹤0.01% | 1695 |
|
|
2015
Q1 | – | Sell |
-7,396
| Closed | -$329K | – | 2127 |
|
|
2014
Q4 | $329K | Sell |
7,396
-3,232
| -30% | -$139K | ﹤0.01% | 1424 |
|
|
2014
Q3 | $490K | Buy |
+10,628
| New | +$512K | ﹤0.01% | 1271 |
|
|
2014
Q2 | – | Sell |
-52
| Closed | -$3K | – | 1125 |
|
|
2014
Q1 | $3K | Buy |
+52
| New | +$2.75K | ﹤0.01% | 1077 |
|
Other funds holding LPLA
VPM
VCM
SC
M&T Bank's LPLA Position: Q1 2026 in Review
M&T Bank increased its LPL Financial (LPLA) stake by 0.24% in Q1 2026, buying an estimated $4.03K and bringing the position to 4,929 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #700.
M&T Bank first reported a position in LPLA in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.79M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- M&T Bank held 4,929 shares of LPL Financial worth $1.48M as of Q1 2026.
- M&T Bank bought 12 LPL Financial shares in Q1 2026, an estimated $4.03K.
- LPL Financial made up 0.01% of M&T Bank's portfolio in Q1 2026, its #700 holding.
- M&T Bank first reported a position in LPL Financial in Q1 2014 and has held it in 37 quarters since.
- M&T Bank's LPL Financial position peaked at $1.79M in Q2 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.