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United Community Bank’s LPL Financial LPLA Stock Holding History

United Community 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 		$127K Buy
450
+10
+2% +$3K 0.04% 250
2026
Q1 		$132K Buy
440
+25
+6% +$8.39K 0.04% 244
2025
Q4 		$148K Sell
415
-250
-38% -$88.4K 0.06% 194
2025
Q3 		$221K Buy
665
+95
+17% +$34.4K 0.07% 202
2025
Q2 		$214K Buy
570
+5
+0.9% +$1.75K 0.07% 184
2025
Q1 		$185K Sell
565
-5
-0.9% -$1.74K 0.07% 191
2024
Q4 		$186K Sell
570
-10
-2% -$2.96K 0.07% 184
2024
Q3 		$135K Sell
580
-35
-6% -$7.89K 0.05% 221
2024
Q2 		$172K Sell
615
-15
-2% -$4.07K 0.07% 200
2024
Q1 		$166K Sell
630
-15
-2% -$3.79K 0.06% 202
2023
Q4 		$147K Hold
645
– – 0.06% 210
2023
Q3 		$153K Hold
645
– – 0.08% 175
2023
Q2 		$140K Hold
645
– – 0.12% 109
2023
Q1 		$131K Hold
645
– – 0.12% 105
2022
Q4 		$139K Sell
645
-10
-2% -$2.34K 0.13% 100
2022
Q3 		$143K Hold
655
– – 0.15% 94
2022
Q2 		$121K Buy
+655
New +$124K 0.13% 99

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

United Community Bank's LPLA Position: Q2 2026 in Review

United Community Bank increased its LPL Financial (LPLA) stake by 2.3% in Q2 2026, buying an estimated $3K and bringing the position to 450 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #250.

United Community Bank first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $221K in Q3 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • United Community Bank held 450 shares of LPL Financial worth $127K as of Q2 2026.
  • United Community Bank bought 10 LPL Financial shares in Q2 2026, an estimated $3K.
  • LPL Financial made up 0.04% of United Community Bank's portfolio in Q2 2026, its #250 holding.
  • United Community Bank first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • United Community Bank's LPL Financial position peaked at $221K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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