Balance Wealth
LPLA icon

Balance Wealth’s LPL Financial LPLA Stock Holding History

Balance Wealth’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 		$861 Buy
+3
New +$1.02K ﹤0.01% 852

Other funds holding LPLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Balance Wealth's LPLA Position: Q3 2026 in Review

Balance Wealth opened a new position in LPL Financial (LPLA) in Q3 2026: 3 shares worth $861. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

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

  • Balance Wealth held 3 shares of LPL Financial worth $861 as of Q3 2026.
  • LPL Financial was a new Balance Wealth position in Q3 2026.
  • LPL Financial made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #852 holding.
  • 640 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.