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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
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 $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

NBT Bank's LPLA Position: Q1 2026 in Review

NBT Bank reduced its LPL Financial (LPLA) stake by 16% in Q1 2026, selling an estimated $19.5K and leaving 299 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #444.

NBT Bank first reported a position in LPLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $111K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • NBT Bank held 299 shares of LPL Financial worth $89.9K as of Q1 2026.
  • NBT Bank sold 58 LPL Financial shares in Q1 2026, an estimated $19.5K.
  • LPL Financial made up 0.01% of NBT Bank's portfolio in Q1 2026, its #444 holding.
  • NBT Bank first reported a position in LPL Financial in Q3 2024 and has held it in 7 quarters since.
  • NBT Bank's LPL Financial position peaked at $111K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.