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NBT Bank’s LPL Financial LPLA Stock Holding History

NBT Bank’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 		$845 Sell
3
-296
-99% -$88.8K ﹤0.01% 998
2026
Q1 		$89.9K Sell
299
-58
-16% -$19.5K 0.01% 444
2025
Q4 		$106K Buy
357
+24
+7% +$8.49K 0.01% 419
2025
Q3 		$98.5K Buy
333
+37
+13% +$13.4K 0.01% 430
2025
Q2 		$111K Hold
296
– – 0.01% 412
2025
Q1 		$96.8K Hold
296
– – 0.01% 424
2024
Q4 		$96.6K Hold
296
– – 0.01% 426
2024
Q3 		$68.9K Buy
+296
New +$66.7K ﹤0.01% 486

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 $3.38T AUM 44.17% 1-Year Est. Return

NBT Bank's LPLA Position: Q2 2026 in Review

NBT Bank reduced its LPL Financial (LPLA) stake by 99% in Q2 2026, selling an estimated $88.8K and leaving 3 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #998.

NBT Bank first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $111K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • NBT Bank held 3 shares of LPL Financial worth $845 as of Q2 2026.
  • NBT Bank sold 296 LPL Financial shares in Q2 2026, an estimated $88.8K.
  • LPL Financial made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #998 holding.
  • NBT Bank first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • NBT Bank's LPL Financial position peaked at $111K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.