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Parkside Financial Bank & Trust’s LPL Financial LPLA Stock Holding History

Parkside Financial Bank & Trust’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 		$49K Buy
163
+8
+5% +$2.68K ﹤0.01% 963
2025
Q4 		$55.4K Buy
155
+8
+5% +$2.83K ﹤0.01% 922
2025
Q3 		$48.9K Buy
147
+7
+5% +$2.54K ﹤0.01% 948
2025
Q2 		$52.5K Sell
140
-4
-3% -$1.4K 0.01% 882
2025
Q1 		$47.1K Buy
144
+36
+33% +$12.5K 0.01% 856
2024
Q4 		$35.3K Buy
108
+8
+8% +$2.37K ﹤0.01% 917
2024
Q3 		$23.3K Sell
100
-11
-10% -$2.48K ﹤0.01% 1019
2024
Q2 		$31K Buy
111
+5
+5% +$1.36K ﹤0.01% 912
2024
Q1 		$28K Buy
106
+23
+28% +$5.8K ﹤0.01% 932
2023
Q4 		$18.9K Sell
83
-2
-2% -$450 ﹤0.01% 996
2023
Q3 		$20.2K Buy
85
+5
+6% +$1.16K ﹤0.01% 897
2023
Q2 		$17.4K Buy
80
+1
+1% +$200 ﹤0.01% 942
2023
Q1 		$16K Buy
79
+63
+394% +$14.4K ﹤0.01% 951
2022
Q4 		$3.46K Buy
16
+2
+14% +$468 ﹤0.01% 1479
2022
Q3 		$3K Hold
14
– – ﹤0.01% 1424
2022
Q2 		$3K Buy
14
+11
+367% +$2.09K ﹤0.01% 1451
2022
Q1 		$1K Buy
+3
New +$522 ﹤0.01% 1732
2020
Q3 		– Sell
-111
Closed -$9K – 1594
2020
Q2 		$9K Buy
+111
New +$7.42K ﹤0.01% 829

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

Parkside Financial Bank & Trust's LPLA Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its LPL Financial (LPLA) stake by 5.2% in Q1 2026, buying an estimated $2.68K and bringing the position to 163 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Parkside Financial Bank & Trust first reported a position in LPLA in Q2 2020 and has held it in 18 quarters since. The position peaked at $55.4K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Parkside Financial Bank & Trust held 163 shares of LPL Financial worth $49K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 8 LPL Financial shares in Q1 2026, an estimated $2.68K.
  • LPL Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #963 holding.
  • Parkside Financial Bank & Trust first reported a position in LPL Financial in Q2 2020 and has held it in 18 quarters since.
  • Parkside Financial Bank & Trust's LPL Financial position peaked at $55.4K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.