National Bank of Canada
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National Bank of Canada’s LPL Financial LPLA Stock Holding History

National Bank of Canada’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Buy
4,078
+453
+12% +$152K ﹤0.01% 1195
2025
Q4 		$1.29M Buy
3,625
+794
+28% +$281K ﹤0.01% 1148
2025
Q3 		$941K Sell
2,831
-16,025
-85% -$5.81M ﹤0.01% 1217
2025
Q2 		$7.07M Sell
18,856
-4,623
-20% -$1.62M 0.01% 874
2025
Q1 		$7.68M Buy
23,479
+22,017
+1,506% +$7.67M 0.01% 796
2024
Q4 		$477K Buy
1,462
+1,097
+301% +$324K ﹤0.01% 1430
2024
Q3 		$84.9K Sell
365
-1,239
-77% -$279K ﹤0.01% 1566
2024
Q2 		$452K Sell
1,604
-118,168
-99% -$32.1M ﹤0.01% 1190
2024
Q1 		$32.2M Buy
119,772
+96,816
+422% +$24.4M 0.05% 300
2023
Q4 		$5.3M Sell
22,956
-30,238
-57% -$6.8M 0.01% 749
2023
Q3 		$12.7M Buy
53,194
+37,939
+249% +$8.81M 0.02% 541
2023
Q2 		$3.36M Buy
15,255
+3,803
+33% +$762K 0.01% 833
2023
Q1 		$2.32M Sell
11,452
-17,453
-60% -$3.99M 0.01% 814
2022
Q4 		$6.25M Buy
28,905
+17,273
+148% +$4.04M 0.02% 548
2022
Q3 		$2.53M Sell
11,632
-170
-1% -$36.2K 0.01% 720
2022
Q2 		$2.17M Sell
11,802
-298
-2% -$56.6K 0.01% 777
2022
Q1 		$2.21M Sell
12,100
-1,679
-12% -$292K 0.01% 845
2021
Q4 		$2.21M Buy
+13,779
New +$2.27M 0.01% 784

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

National Bank of Canada's LPLA Position: Q1 2026 in Review

National Bank of Canada increased its LPL Financial (LPLA) stake by 12% in Q1 2026, buying an estimated $152K and bringing the position to 4,078 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

National Bank of Canada first reported a position in LPLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.2M in Q1 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • National Bank of Canada held 4,078 shares of LPL Financial worth $1.23M as of Q1 2026.
  • National Bank of Canada bought 453 LPL Financial shares in Q1 2026, an estimated $152K.
  • LPL Financial made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1195 holding.
  • National Bank of Canada first reported a position in LPL Financial in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's LPL Financial position peaked at $32.2M in Q1 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.