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Ares Financial Consulting’s LPL Financial LPLA Stock Holding History

Ares Financial Consulting’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 		$2.56K Hold
9
– – ﹤0.01% 848
2026
Q1 		$2.63K Hold
9
– – ﹤0.01% 798
2025
Q4 		$3.24K Buy
+9
New +$3.18K ﹤0.01% 572

Other funds holding LPLA

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Ares Financial Consulting's LPLA Position: Q2 2026 in Review

Ares Financial Consulting held its LPL Financial (LPLA) position steady in Q2 2026 at 9 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Ares Financial Consulting first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.24K in Q4 2025. 343 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ares Financial Consulting held 9 shares of LPL Financial worth $2.56K as of Q2 2026.
  • Ares Financial Consulting left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #848 holding.
  • Ares Financial Consulting first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's LPL Financial position peaked at $3.24K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.