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UMB Bank’s LPL Financial LPLA Stock Holding History

UMB 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
Q2 		$82K Sell
291
-101
-26% -$30.3K ﹤0.01% 1132
2026
Q1 		$118K Sell
392
-55
-12% -$18.5K ﹤0.01% 904
2025
Q4 		$160K Sell
447
-3,182
-88% -$1.13M ﹤0.01% 753
2025
Q3 		$1.21M Sell
3,629
-37,548
-91% -$13.6M 0.02% 308
2025
Q2 		$15.4M Buy
41,177
+62
+0.2% +$21.7K 0.24% 77
2025
Q1 		$13.5M Buy
41,115
+26,267
+177% +$9.15M 0.22% 88
2024
Q4 		$4.85M Buy
14,848
+14,699
+9,865% +$4.35M 0.08% 156
2024
Q3 		$34.7K Sell
149
-22
-13% -$4.96K ﹤0.01% 998
2024
Q2 		$47.8K Sell
171
-24
-12% -$6.51K ﹤0.01% 834
2024
Q1 		$51.5K Hold
195
– – ﹤0.01% 829
2023
Q4 		$44.4K Hold
195
– – ﹤0.01% 855
2023
Q3 		$46.3K Buy
195
+7
+4% +$1.63K ﹤0.01% 850
2023
Q2 		$40.9K Hold
188
– – ﹤0.01% 888
2023
Q1 		$38.1K Sell
188
-1,079
-85% -$247K ﹤0.01% 914
2022
Q4 		$274K Hold
1,267
– – ﹤0.01% 514
2022
Q3 		$277K Sell
1,267
-596
-32% -$127K ﹤0.01% 528
2022
Q2 		$344K Hold
1,863
– – 0.01% 524
2022
Q1 		$340K Hold
1,863
– – ﹤0.01% 547
2021
Q4 		$298K Buy
+1,863
New +$307K ﹤0.01% 586

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

UMB Bank's LPLA Position: Q2 2026 in Review

UMB Bank reduced its LPL Financial (LPLA) stake by 26% in Q2 2026, selling an estimated $30.3K and leaving 291 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

UMB Bank first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • UMB Bank held 291 shares of LPL Financial worth $82K as of Q2 2026.
  • UMB Bank sold 101 LPL Financial shares in Q2 2026, an estimated $30.3K.
  • LPL Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1132 holding.
  • UMB Bank first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's LPL Financial position peaked at $15.4M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.