Vontobel Holding’s LPL Financial LPLA Stock Holding History

Vontobel Holding’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	$254K	Hold	843	–	–	﹤0.01%	1049
2025 Q4	$301K	Hold	843	–	–	﹤0.01%	1175
2025 Q3	$280K	Hold	843	–	–	﹤0.01%	1123
2025 Q2	$316K	Sell	843 -1,086	-56%	-$380K	﹤0.01%	1039
2025 Q1	$631K	Sell	1,929 -133	-6%	-$46.3K	﹤0.01%	713
2024 Q4	$673K	Hold	2,062	–	–	﹤0.01%	703
2024 Q3	$480K	Hold	2,062	–	–	﹤0.01%	794
2024 Q2	$576K	Sell	2,062 -150	-7%	-$40.7K	﹤0.01%	733
2024 Q1	$584K	Buy	2,212 +862	+64%	+$218K	﹤0.01%	728
2023 Q4	$307K	Hold	1,350	–	–	﹤0.01%	918
2023 Q3	$321K	Hold	1,350	–	–	﹤0.01%	882
2023 Q2	$294K	Sell	1,350 -184	-12%	-$36.8K	﹤0.01%	926
2023 Q1	$310K	Hold	1,534	–	–	﹤0.01%	882
2022 Q4	$327K	Buy	1,534 +205	+15%	+$47.9K	﹤0.01%	870
2022 Q3	$290K	Buy	+1,329	New	+$283K	﹤0.01%	859

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Vontobel Holding's LPLA Position: Q1 2026 in Review

Vontobel Holding held its LPL Financial (LPLA) position steady in Q1 2026 at 843 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Vontobel Holding first reported a position in LPLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $673K in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Vontobel Holding held 843 shares of LPL Financial worth $254K as of Q1 2026.
Vontobel Holding left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1049 holding.
Vontobel Holding first reported a position in LPL Financial in Q3 2022 and has held it in 15 quarters since.
Vontobel Holding's LPL Financial position peaked at $673K in Q4 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.