AIC
LPLA icon

Archer Investment Corporation’s LPL Financial LPLA Stock Holding History

Archer Investment Corporation’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
Q2 		$219K Hold
779
– – 0.04% 292
2026
Q1 		$234K Hold
779
– – 0.05% 288
2025
Q4 		$278K Hold
779
– – 0.06% 225
2025
Q3 		$259K Hold
779
– – 0.06% 230
2025
Q2 		$292K Sell
779
-390
-33% -$137K 0.07% 213
2025
Q1 		$382K Hold
1,169
– – 0.1% 174
2024
Q4 		$382K Hold
1,169
– – 0.1% 169
2024
Q3 		$272K Sell
1,169
-847
-42% -$191K 0.07% 205
2024
Q2 		$563K Hold
2,016
– – 0.16% 123
2024
Q1 		$533K Hold
2,016
– – 0.16% 127
2023
Q4 		$459K Hold
2,016
– – 0.15% 142
2023
Q3 		$479K Sell
2,016
-65
-3% -$15.1K 0.17% 128
2023
Q2 		$452K Sell
2,081
-891
-30% -$178K 0.16% 135
2023
Q1 		$601K Hold
2,972
– – 0.22% 102
2022
Q4 		$642K Hold
2,972
– – 0.25% 97
2022
Q3 		$649K Sell
2,972
-201
-6% -$42.7K 0.27% 91
2022
Q2 		$585K Sell
3,173
-237
-7% -$45K 0.24% 104
2022
Q1 		$623K Buy
+3,410
New +$594K 0.22% 112

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Archer Investment Corporation's LPLA Position: Q2 2026 in Review

Archer Investment Corporation held its LPL Financial (LPLA) position steady in Q2 2026 at 779 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #292.

Archer Investment Corporation first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $649K in Q3 2022. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Archer Investment Corporation held 779 shares of LPL Financial worth $219K as of Q2 2026.
  • Archer Investment Corporation left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.04% of Archer Investment Corporation's portfolio in Q2 2026, its #292 holding.
  • Archer Investment Corporation first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Archer Investment Corporation's LPL Financial position peaked at $649K in Q3 2022.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.