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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return