Vontobel Holding
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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
Q2 		$250K Buy
887
+44
+5% +$13.2K ﹤0.01% 1284
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
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

Vontobel Holding's LPLA Position: Q2 2026 in Review

Vontobel Holding increased its LPL Financial (LPLA) stake by 5.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 887 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Vontobel Holding first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $673K in Q4 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vontobel Holding held 887 shares of LPL Financial worth $250K as of Q2 2026.
  • Vontobel Holding bought 44 LPL Financial shares in Q2 2026, an estimated $13.2K.
  • LPL Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1284 holding.
  • Vontobel Holding first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • Vontobel Holding's LPL Financial position peaked at $673K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.