Armstrong Advisory Group’s LPL Financial LPLA Stock Holding History

Armstrong Advisory Group’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	$2.54K	Hold	9	–	–	﹤0.01%	880
2026 Q1	$2.71K	Hold	9	–	–	﹤0.01%	844
2025 Q4	$3.21K	Hold	9	–	–	﹤0.01%	813
2025 Q3	$3K	Hold	9	–	–	﹤0.01%	823
2025 Q2	$3.38K	Buy	+9	New	+$3.15K	﹤0.01%	799

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Armstrong Advisory Group's LPLA Position: Q2 2026 in Review

Armstrong Advisory Group held its LPL Financial (LPLA) position steady in Q2 2026 at 9 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Armstrong Advisory Group first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.38K in Q2 2025. 100 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Armstrong Advisory Group held 9 shares of LPL Financial worth $2.54K as of Q2 2026.
Armstrong Advisory Group left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #880 holding.
Armstrong Advisory Group first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
Armstrong Advisory Group's LPL Financial position peaked at $3.38K in Q2 2025.
100 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.