US Bancorp’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.23M | Sell |
18,563
-276
| -1% | -$82.8K | 0.01% | 606 |
|
|
2026
Q1 | $5.67M | Sell |
18,839
-1,026
| -5% | -$344K | 0.01% | 547 |
|
|
2025
Q4 | $7.1M | Sell |
19,865
-671
| -3% | -$237K | 0.01% | 515 |
|
|
2025
Q3 | $6.83M | Sell |
20,536
-23
| -0.1% | -$8.34K | 0.01% | 513 |
|
|
2025
Q2 | $7.71M | Sell |
20,559
-476
| -2% | -$167K | 0.01% | 480 |
|
|
2025
Q1 | $6.88M | Buy |
21,035
+941
| +5% | +$328K | 0.01% | 502 |
|
|
2024
Q4 | $6.56M | Sell |
20,094
-193
| -1% | -$57.1K | 0.01% | 517 |
|
|
2024
Q3 | $4.72M | Sell |
20,287
-991
| -5% | -$223K | 0.01% | 607 |
|
|
2024
Q2 | $5.94M | Buy |
21,278
+93
| +0.4% | +$25.2K | 0.01% | 533 |
|
|
2024
Q1 | $5.6M | Buy |
21,185
+103
| +0.5% | +$26K | 0.01% | 555 |
|
|
2023
Q4 | $4.8M | Sell |
21,082
-3,320
| -14% | -$746K | 0.01% | 583 |
|
|
2023
Q3 | $5.8M | Buy |
24,402
+458
| +2% | +$106K | 0.01% | 518 |
|
|
2023
Q2 | $5.21M | Sell |
23,944
-1,605
| -6% | -$321K | 0.01% | 543 |
|
|
2023
Q1 | $5.17M | Sell |
25,549
-23,653
| -48% | -$5.41M | 0.01% | 544 |
|
|
2022
Q4 | $10.6M | Sell |
49,202
-2,214
| -4% | -$518K | 0.02% | 391 |
|
|
2022
Q3 | $11.2M | Sell |
51,416
-10,955
| -18% | -$2.33M | 0.02% | 345 |
|
|
2022
Q2 | $11.5M | Buy |
62,371
+4,366
| +8% | +$829K | 0.02% | 353 |
|
|
2022
Q1 | $10.6M | Buy |
58,005
+1,840
| +3% | +$320K | 0.02% | 400 |
|
|
2021
Q4 | $8.99M | Sell |
56,165
-557
| -1% | -$91.9K | 0.01% | 443 |
|
|
2021
Q3 | $8.89M | Buy |
56,722
+2,365
| +4% | +$340K | 0.02% | 429 |
|
|
2021
Q2 | $7.34M | Buy |
54,357
+337
| +0.6% | +$49K | 0.01% | 482 |
|
|
2021
Q1 | $7.68M | Buy |
54,020
+4,897
| +10% | +$625K | 0.02% | 458 |
|
|
2020
Q4 | $5.12M | Buy |
49,123
+12,063
| +33% | +$1.08M | 0.01% | 529 |
|
|
2020
Q3 | $2.84M | Buy |
37,060
+35,030
| +1,726% | +$2.78M | 0.01% | 638 |
|
|
2020
Q2 | $159K | Buy |
2,030
+910
| +81% | +$60.8K | ﹤0.01% | 1886 |
|
|
2020
Q1 | $61K | Buy |
1,120
+270
| +32% | +$21.8K | ﹤0.01% | 2271 |
|
|
2019
Q4 | $78K | Buy |
850
+327
| +63% | +$28.1K | ﹤0.01% | 2274 |
|
|
2019
Q3 | $43K | Sell |
523
-636
| -55% | -$50.9K | ﹤0.01% | 2535 |
|
|
2019
Q2 | $94K | Buy |
1,159
+29
| +3% | +$2.29K | ﹤0.01% | 2248 |
|
|
2019
Q1 | $79K | Buy |
1,130
+914
| +423% | +$65.9K | ﹤0.01% | 2303 |
|
|
2018
Q4 | $13K | Sell |
216
-636
| -75% | -$38.8K | ﹤0.01% | 2956 |
|
|
2018
Q3 | $55K | Sell |
852
-243
| -22% | -$16.1K | ﹤0.01% | 2510 |
|
|
2018
Q2 | $72K | Buy |
1,095
+204
| +23% | +$13.4K | ﹤0.01% | 2395 |
|
|
2018
Q1 | $55K | Sell |
891
-2,498
| -74% | -$155K | ﹤0.01% | 2549 |
|
|
2017
Q4 | $194K | Sell |
3,389
-3,484
| -51% | -$183K | ﹤0.01% | 1898 |
|
|
2017
Q3 | $354K | Sell |
6,873
-115
| -2% | -$5.29K | ﹤0.01% | 1583 |
|
|
2017
Q2 | $297K | Buy |
6,988
+6,545
| +1,477% | +$266K | ﹤0.01% | 1634 |
|
|
2017
Q1 | $18K | Buy |
443
+361
| +440% | +$14.2K | ﹤0.01% | 2869 |
|
|
2016
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 3311 |
|
|
2016
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 3358 |
|
|
2016
Q2 | $2K | Sell |
82
-22
| -21% | -$552 | ﹤0.01% | 3386 |
|
|
2016
Q1 | $3K | Buy |
104
+61
| +142% | +$1.65K | ﹤0.01% | 3295 |
|
|
2015
Q4 | $2K | Sell |
43
-536
| -93% | -$22.8K | ﹤0.01% | 3432 |
|
|
2015
Q3 | $23K | Sell |
579
-316
| -35% | -$13.6K | ﹤0.01% | 2813 |
|
|
2015
Q2 | $42K | Buy |
895
+47
| +6% | +$2.03K | ﹤0.01% | 2616 |
|
|
2015
Q1 | $37K | Buy |
848
+8
| +1% | +$354 | ﹤0.01% | 2693 |
|
|
2014
Q4 | $37K | Sell |
840
-307
| -27% | -$13.2K | ﹤0.01% | 2662 |
|
|
2014
Q3 | $53K | Buy |
1,147
+852
| +289% | +$41.1K | ﹤0.01% | 2461 |
|
|
2014
Q2 | $15K | Sell |
295
-194
| -40% | -$9.41K | ﹤0.01% | 2951 |
|
|
2014
Q1 | $26K | Sell |
489
-322
| -40% | -$17K | ﹤0.01% | 2737 |
|
|
2013
Q4 | $38K | Buy |
811
+162
| +25% | +$6.8K | ﹤0.01% | 2533 |
|
|
2013
Q3 | $25K | Buy |
649
+131
| +25% | +$5.01K | ﹤0.01% | 2593 |
|
|
2013
Q2 | $20K | Buy |
+518
| New | +$18.5K | ﹤0.01% | 2654 |
|
Other funds holding LPLA
JT
SC
US Bancorp's LPLA Position: Q2 2026 in Review
US Bancorp reduced its LPL Financial (LPLA) stake by 1.5% in Q2 2026, selling an estimated $82.8K and leaving 18,563 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #606.
US Bancorp first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.5M in Q2 2022. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- US Bancorp held 18,563 shares of LPL Financial worth $5.23M as of Q2 2026.
- US Bancorp sold 276 LPL Financial shares in Q2 2026, an estimated $82.8K.
- LPL Financial made up 0.01% of US Bancorp's portfolio in Q2 2026, its #606 holding.
- US Bancorp first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
- US Bancorp's LPL Financial position peaked at $11.5M in Q2 2022.
- 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.