PNC Financial Services Group
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PNC Financial Services Group’s LPL Financial LPLA Stock Holding History

PNC Financial Services 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 		$2.56M Buy
9,093
+153
+2% +$45.9K ﹤0.01% 961
2026
Q1 		$2.69M Buy
8,940
+1,228
+16% +$412K ﹤0.01% 908
2025
Q4 		$2.75M Buy
7,712
+669
+9% +$237K ﹤0.01% 881
2025
Q3 		$2.34M Buy
7,043
+567
+9% +$206K ﹤0.01% 897
2025
Q2 		$2.43M Sell
6,476
-634
-9% -$222K ﹤0.01% 876
2025
Q1 		$2.33M Buy
7,110
+2,213
+45% +$771K ﹤0.01% 872
2024
Q4 		$1.6M Buy
4,897
+909
+23% +$269K ﹤0.01% 981
2024
Q3 		$928K Buy
3,988
+423
+12% +$95.3K ﹤0.01% 1211
2024
Q2 		$996K Buy
3,565
+267
+8% +$72.5K ﹤0.01% 1137
2024
Q1 		$871K Buy
3,298
+771
+31% +$195K ﹤0.01% 1221
2023
Q4 		$575K Sell
2,527
-301
-11% -$67.7K ﹤0.01% 1438
2023
Q3 		$672K Sell
2,828
-86
-3% -$20K ﹤0.01% 1316
2023
Q2 		$634K Sell
2,914
-617
-17% -$124K ﹤0.01% 1400
2023
Q1 		$715K Buy
3,531
+91
+3% +$20.8K ﹤0.01% 1314
2022
Q4 		$744K Sell
3,440
-557
-14% -$130K ﹤0.01% 1280
2022
Q3 		$874K Sell
3,997
-297
-7% -$63.2K ﹤0.01% 1206
2022
Q2 		$793K Sell
4,294
-98
-2% -$18.6K ﹤0.01% 1283
2022
Q1 		$802K Buy
4,392
+770
+21% +$134K ﹤0.01% 1370
2021
Q4 		$579K Buy
3,622
+18
+0.5% +$2.97K ﹤0.01% 1598
2021
Q3 		$564K Buy
3,604
+52
+1% +$7.47K ﹤0.01% 1540
2021
Q2 		$479K Sell
3,552
-3,168
-47% -$461K ﹤0.01% 1629
2021
Q1 		$955K Sell
6,720
-642
-9% -$81.9K ﹤0.01% 1178
2020
Q4 		$767K Sell
7,362
-479
-6% -$43K ﹤0.01% 1242
2020
Q3 		$601K Buy
7,841
+561
+8% +$44.5K ﹤0.01% 1255
2020
Q2 		$570K Buy
7,280
+630
+9% +$42.1K ﹤0.01% 1299
2020
Q1 		$362K Buy
6,650
+1,198
+22% +$96.6K ﹤0.01% 1477
2019
Q4 		$502K Sell
5,452
-2,901
-35% -$249K ﹤0.01% 1478
2019
Q3 		$685K Buy
8,353
+805
+11% +$64.4K ﹤0.01% 1428
2019
Q2 		$616K Sell
7,548
-474
-6% -$37.5K ﹤0.01% 1513
2019
Q1 		$558K Buy
8,022
+1,680
+26% +$121K ﹤0.01% 1586
2018
Q4 		$388K Sell
6,342
-5,804
-48% -$354K ﹤0.01% 1679
2018
Q3 		$784K Buy
12,146
+4,505
+59% +$299K ﹤0.01% 1445
2018
Q2 		$500K Sell
7,641
-64
-0.8% -$4.21K ﹤0.01% 1647
2018
Q1 		$470K Buy
7,705
+7,161
+1,316% +$444K ﹤0.01% 1656
2017
Q4 		$31K Buy
544
+40
+8% +$2.1K ﹤0.01% 3188
2017
Q3 		$25K Buy
504
+6
+1% +$276 ﹤0.01% 3275
2017
Q2 		$21K Hold
498
– – ﹤0.01% 3317
2017
Q1 		$21K Buy
498
+10
+2% +$393 ﹤0.01% 3276
2016
Q4 		$16K Buy
488
+10
+2% +$349 ﹤0.01% 3322
2016
Q3 		$14K Hold
478
– – ﹤0.01% 3373
2016
Q2 		$10K Sell
478
-68
-12% -$1.71K ﹤0.01% 3553
2016
Q1 		$14K Sell
546
-32
-6% -$864 ﹤0.01% 3424
2015
Q4 		$24K Sell
578
-60
-9% -$2.56K ﹤0.01% 3205
2015
Q3 		$26K Sell
638
-730
-53% -$31.4K ﹤0.01% 3228
2015
Q2 		$64K Sell
1,368
-138
-9% -$5.97K ﹤0.01% 2885
2015
Q1 		$65K Sell
1,506
-3,473
-70% -$153K ﹤0.01% 2907
2014
Q4 		$222K Sell
4,979
-541
-10% -$23.3K ﹤0.01% 2009
2014
Q3 		$254K Buy
5,520
+16
+0.3% +$771 ﹤0.01% 1849
2014
Q2 		$273K Sell
5,504
-20
-0.4% -$970 ﹤0.01% 1752
2014
Q1 		$289K Sell
5,524
-1,050
-16% -$55.4K ﹤0.01% 1694
2013
Q4 		$308K Buy
6,574
+5,030
+326% +$211K ﹤0.01% 1644
2013
Q3 		$59K Sell
1,544
-33
-2% -$1.26K ﹤0.01% 2415
2013
Q2 		$60K Buy
+1,577
New +$56.4K ﹤0.01% 2312

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group's LPLA Position: Q2 2026 in Review

PNC Financial Services Group increased its LPL Financial (LPLA) stake by 1.7% in Q2 2026, buying an estimated $45.9K and bringing the position to 9,093 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

PNC Financial Services Group first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q4 2025. 407 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • PNC Financial Services Group held 9,093 shares of LPL Financial worth $2.56M as of Q2 2026.
  • PNC Financial Services Group bought 153 LPL Financial shares in Q2 2026, an estimated $45.9K.
  • LPL Financial made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #961 holding.
  • PNC Financial Services Group first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
  • PNC Financial Services Group's LPL Financial position peaked at $2.75M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.