Superior Planning, LLC’s LPL Financial LPLA Stock Holding History

Superior Planning, LLC’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	$18.7K	Buy	+61	New	+$20.7K	0.01%	716

Other funds holding LPLA

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's LPLA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in LPL Financial (LPLA) in Q3 2026: 61 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

536 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Superior Planning, LLC held 61 shares of LPL Financial worth $18.7K as of Q3 2026.
LPL Financial was a new Superior Planning, LLC position in Q3 2026.
LPL Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #716 holding.
536 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.