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Union Bancaire Privee’s LPL Financial LPLA Stock Holding History

Union Bancaire Privee’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 		$758K Buy
2,820
+157
+6% +$47.1K 0.01% 314
2026
Q1 		$791K Buy
2,663
+480
+22% +$161K 0.01% 313
2025
Q4 		$800K Buy
+2,183
New +$772K 0.01% 328

Other funds holding LPLA

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Union Bancaire Privee's LPLA Position: Q2 2026 in Review

Union Bancaire Privee increased its LPL Financial (LPLA) stake by 5.9% in Q2 2026, buying an estimated $47.1K and bringing the position to 2,820 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #314.

Union Bancaire Privee first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $800K in Q4 2025. 276 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Union Bancaire Privee held 2,820 shares of LPL Financial worth $758K as of Q2 2026.
  • Union Bancaire Privee bought 157 LPL Financial shares in Q2 2026, an estimated $47.1K.
  • LPL Financial made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #314 holding.
  • Union Bancaire Privee first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Union Bancaire Privee's LPL Financial position peaked at $800K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.