Neuberger Berman Group
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Neuberger Berman Group’s LPL Financial LPLA Stock Holding History

Neuberger Berman Group’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 		$1.51M Sell
5,362
-122,059
-96% -$36.6M ﹤0.01% 1391
2026
Q1 		$38.3M Buy
127,421
+122,264
+2,371% +$41M 0.03% 524
2025
Q4 		$1.84M Sell
5,157
-197
-4% -$69.7K ﹤0.01% 1204
2025
Q3 		$1.78M Sell
5,354
-139,226
-96% -$50.5M ﹤0.01% 1183
2025
Q2 		$54.2M Buy
144,580
+102,304
+242% +$35.8M 0.04% 439
2025
Q1 		$13.8M Buy
42,276
+35,886
+562% +$12.5M 0.01% 706
2024
Q4 		$2.09M Buy
6,390
+149
+2% +$44.1K ﹤0.01% 1131
2024
Q3 		$1.45M Sell
6,241
-124
-2% -$27.9K ﹤0.01% 1198
2024
Q2 		$1.78M Sell
6,365
-667
-9% -$181K ﹤0.01% 1124
2024
Q1 		$1.86M Sell
7,032
-6,554
-48% -$1.65M ﹤0.01% 1133
2023
Q4 		$3.09M Buy
13,586
+6,070
+81% +$1.36M ﹤0.01% 1168
2023
Q3 		$1.79M Sell
7,516
-451
-6% -$105K ﹤0.01% 1100
2023
Q2 		$1.73M Buy
7,967
+904
+13% +$181K ﹤0.01% 1112
2023
Q1 		$1.43M Sell
7,063
-1,257
-15% -$287K ﹤0.01% 1161
2022
Q4 		$1.8M Sell
8,320
-1,791
-18% -$419K ﹤0.01% 1093
2022
Q3 		$2.21M Buy
10,111
+416
+4% +$88.5K ﹤0.01% 1054
2022
Q2 		$1.79M Buy
9,695
+2,183
+29% +$415K ﹤0.01% 1141
2022
Q1 		$1.37M Buy
7,512
+525
+8% +$91.4K ﹤0.01% 1276
2021
Q4 		$1.11M Buy
6,987
+1,040
+17% +$172K ﹤0.01% 1336
2021
Q3 		$926K Buy
5,947
+3,529
+146% +$507K ﹤0.01% 1326
2021
Q2 		$321K Sell
2,418
-2,797
-54% -$407K ﹤0.01% 1593
2021
Q1 		$736K Buy
5,215
+1,848
+55% +$236K ﹤0.01% 1388
2020
Q4 		$347K Sell
3,367
-9,978
-75% -$897K ﹤0.01% 1481
2020
Q3 		$1.02M Buy
13,345
+8,033
+151% +$638K ﹤0.01% 1214
2020
Q2 		$416K Buy
+5,312
New +$355K ﹤0.01% 1314

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

Neuberger Berman Group's LPLA Position: Q2 2026 in Review

Neuberger Berman Group reduced its LPL Financial (LPLA) stake by 96% in Q2 2026, selling an estimated $36.6M and leaving 5,362 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Neuberger Berman Group first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $54.2M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Neuberger Berman Group held 5,362 shares of LPL Financial worth $1.51M as of Q2 2026.
  • Neuberger Berman Group sold 122,059 LPL Financial shares in Q2 2026, an estimated $36.6M.
  • LPL Financial made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1391 holding.
  • Neuberger Berman Group first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
  • Neuberger Berman Group's LPL Financial position peaked at $54.2M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.