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Pinnacle Bancorp’s LPL Financial LPLA Stock Holding History

Pinnacle Bancorp’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 		$17.7K Hold
63
– – ﹤0.01% 647
2026
Q1 		$19K Hold
63
– – 0.01% 613
2025
Q4 		$22.5K Hold
63
– – 0.01% 577
2025
Q3 		$21K Hold
63
– – 0.01% 610
2025
Q2 		$23.6K Hold
63
– – 0.01% 579
2025
Q1 		$20.6K Buy
63
+40
+174% +$13.9K 0.01% 576
2024
Q4 		$7.51K Hold
23
– – ﹤0.01% 732
2024
Q3 		$5.35K Hold
23
– – ﹤0.01% 774
2024
Q2 		$6.42K Hold
23
– – ﹤0.01% 723
2024
Q1 		$6.08K Buy
+23
New +$5.8K ﹤0.01% 720

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

Pinnacle Bancorp's LPLA Position: Q2 2026 in Review

Pinnacle Bancorp held its LPL Financial (LPLA) position steady in Q2 2026 at 63 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Pinnacle Bancorp first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.6K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Pinnacle Bancorp held 63 shares of LPL Financial worth $17.7K as of Q2 2026.
  • Pinnacle Bancorp left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #647 holding.
  • Pinnacle Bancorp first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
  • Pinnacle Bancorp's LPL Financial position peaked at $23.6K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.