SEC 13F Intelligence

Bell Asset Management Ltd / LPLA

Bell Asset Management Ltd’s Lpl Finl Hldgs Inc Position

Does Bell Asset Management Ltd own Lpl Finl Hldgs Inc (LPLA)? Yes13.7K shares worth $4M (+1.21% of its 13F portfolio) as of Q1 2026, up from 10.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.7K
% of Portfolio
+1.21%
Quarters Held
2
currently held

Position History LPLA

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.7K$4M+1.21%
Q4 202510.3K$4M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bell Asset Management Ltd’s full portfolio or all institutional holders of LPLA.