Back to LPLA
Bell Asset Management Ltd → LPLA
Bell Asset Management Ltd LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.4M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 9.1K | — | — |
| Q2 2026 | $4.4M | 15.7K | — | — |
| Q1 2026 | $4.1M | 13.7K | — | — |
| Q4 2025 | $3.7M | 10.3K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B