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B. Metzler seel. Sohn & Co. AG → LPLA
B. Metzler seel. Sohn & Co. AG LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$11.8M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $934K |
| Q3 2025 | $9.7M |
| Q4 2025 | $1M |
| Q4 2025 | $10.7M |
| Q1 2026 | $3.6M |
| Q1 2026 | $10.7M |
| Q2 2026 | $2.8M |
| Q2 2026 | $10.2M |
| Q3 2026 | $3M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 38.4K | — | — |
| Q3 2026 | $3M | 9.7K | — | — |
| Q2 2026 | $10.2M | 36.3K | — | — |
| Q2 2026 | $2.8M | 10.1K | — | — |
| Q1 2026 | $10.7M | 35.5K | — | — |
| Q1 2026 | $3.6M | 12.1K | — | — |
| Q4 2025 | $10.7M | 29.8K | — | — |
| Q4 2025 | $1M | 2.8K | — | — |
| Q3 2025 | $9.7M | 29.1K | — | — |
| Q3 2025 | $934K | 2.8K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B