Bell Global Equities Fund Pushes Back on AI Disruption Fears Surrounding LPL Financial Holdings (LPLA)
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Lpl Financial Holdings Inc. (LPLA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 566,132 | $173,123,165 | +2% | 1.35% |
| 2. | Iridian Asset Management David Cohen And Harold Levy | 23,436 | $7,166,729 | -14% | 2.61% |
| 3. | 9,000 | $2,752,200 | -6% | 0.02% | |
| 4. | Levin Capital Strategies John A. Levin | 8,839 | $2,702,966 | 0.19% | |
| 5. | Leucadia National Ian Cumming And Joseph Steinberg | 1,628 | $497,842 | -50% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $180.23 | 557 | $100,388.11 | 2,775 | 2023-05-04 | Filing | |
| $219.15 | 920 | $201,618.00 | 6,042 | 2022-11-18 | Filing | |
| $217.74 | 458 | $99,724.92 | 2,218 | 2022-11-18 | Filing | |
| $142.02 | 260 | $36,925.20 | 1,760 | 2022-03-08 | Filing | |
| $141.51 | 1,500 | $212,265.00 | 1,500 | 2022-03-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $347.88 | 440 | $153,049.46 | 1,774 | 2026-09-11 | Filing | |
| $357.36 | 308 | $110,066.88 | 6,107 | 2026-08-27 | Filing | |
| $355.38 | 4,119 | $1,463,810.22 | 23,602 | 2026-08-20 | Filing | |
| $355.51 | 1 | $355.51 | 13,121 | 2026-07-31 | Filing | |
| $354.52 | 51 | $18,080.52 | 13,122 | 2026-07-31 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,241,624 | $685,497,807 | 0.35% | |
| 2. | 1,452,321 | $442,801,175 | 0.02% | |
| 3. | 802,923 | $245,544,668 | 0.04% | |
| 4. | 368,067 | $112,554,916 | 0.02% | |
| 5. | 349,606 | $106,909,515 | 0.54% |
News See All
Wealth Accumulation and Adviser Independence Fuel LPL Financial’s (LPLA) Long-Term Thesis
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?
LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S. The company offers custody, technology, and operational infrastructure to independent financial advisors.
Bank Stocks Tumble as New AI Fears Surface: JPM, BAC, C
AI agents such as Meta’s Muse might disrupt traditional banking.
AI Narrative Overshadows LPL Financial Holdings’ (LPLA) Strong Fundamentals
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here.
Claude AI Bought This Overlooked Stock. Here's Why You Should Pay Attention
LPL Financial Holdings (NASDAQ:LPLA) doesn't manage money directly.
LPL Financial (LPLA) Declined Amid Structural Fee Pressure and AI Disruption
Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here.
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LPL Financial Holdings Inc. (NASDAQ:LPLA) Q1 2026 Earnings Call Transcript
LPL Financial Holdings Inc. (NASDAQ:LPLA) Q1 2026 Earnings Call Transcript April 30, 2026LPL Financial Holdings Inc. beats earnings expectations. Reported EPS is $5.6, expectations were $5.49.
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