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NBC Securities’s LPL Financial LPLA Stock Holding History

NBC Securities’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
Q2 		$523K Buy
1,855
+12
+0.7% +$3.6K 0.04% 510
2026
Q1 		$554K Sell
1,843
-31
-2% -$10.4K 0.04% 466
2025
Q4 		$669K Sell
1,874
-30
-2% -$10.6K 0.05% 399
2025
Q3 		$633K Sell
1,904
-176
-8% -$63.8K 0.05% 422
2025
Q2 		$779K Sell
2,080
-49
-2% -$17.2K 0.06% 341
2025
Q1 		$696K Buy
2,129
+2,127
+106,350% +$741K 0.06% 338
2024
Q4 		$695 Sell
2
-2,138
-100% -$632K 0.06% 333
2024
Q3 		$497K Hold
2,140
– – 0.04% 462
2024
Q2 		$597K Sell
2,140
-32
-1% -$8.69K 0.05% 373
2024
Q1 		$573K Hold
2,172
– – 0.05% 396
2023
Q4 		$494K Sell
2,172
-31
-1% -$6.97K 0.05% 415
2023
Q3 		$523K Buy
+2,203
New +$512K 0.06% 363

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NBC Securities's LPLA Position: Q2 2026 in Review

NBC Securities increased its LPL Financial (LPLA) stake by 0.65% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,855 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #510.

NBC Securities first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $779K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • NBC Securities held 1,855 shares of LPL Financial worth $523K as of Q2 2026.
  • NBC Securities bought 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
  • LPL Financial made up 0.04% of NBC Securities's portfolio in Q2 2026, its #510 holding.
  • NBC Securities first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's LPL Financial position peaked at $779K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.