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
Q3 		$298K Buy
976
+89
+10% +$30.3K ﹤0.01% 1255
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 $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vontobel Holding's LPLA Position: Q3 2026 in Review

Vontobel Holding increased its LPL Financial (LPLA) stake by 10% in Q3 2026, buying an estimated $30.3K and bringing the position to 976 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Vontobel Holding first reported a position in LPLA in Q3 2022 and has held it in 17 quarters since. The position peaked at $673K in Q4 2024. 643 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Vontobel Holding held 976 shares of LPL Financial worth $298K as of Q3 2026.
  • Vontobel Holding bought 89 LPL Financial shares in Q3 2026, an estimated $30.3K.
  • LPL Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1255 holding.
  • Vontobel Holding first reported a position in LPL Financial in Q3 2022 and has held it in 17 quarters since.
  • Vontobel Holding's LPL Financial position peaked at $673K in Q4 2024.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.