Center for Financial Planning’s LPL Financial LPLA Stock Holding History

Center for Financial Planning’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	$8.52K	Hold	30	–	–	﹤0.01%	514
2026 Q1	$9.09K	Hold	30	–	–	﹤0.01%	505
2025 Q4	$10.8K	Hold	30	–	–	﹤0.01%	486
2025 Q3	$10K	Hold	30	–	–	﹤0.01%	489
2025 Q2	$11.3K	Hold	30	–	–	﹤0.01%	457
2025 Q1	$9.85K	Hold	30	–	–	﹤0.01%	473
2024 Q4	$9.82K	Hold	30	–	–	﹤0.01%	423
2024 Q3	$6.99K	Hold	30	–	–	﹤0.01%	435
2024 Q2	$8.38K	Buy	+30	New	+$8.14K	﹤0.01%	415
2022 Q4	–	Sell	-22	Closed	-$5K	–	614
2022 Q3	$5K	Buy	+22	New	+$4.68K	﹤0.01%	428
2021 Q2	–	Sell	-78	Closed	-$11K	–	525
2021 Q1	$11K	Hold	78	–	–	﹤0.01%	374
2020 Q4	$8K	Hold	78	–	–	﹤0.01%	361
2020 Q3	$6K	Hold	78	–	–	﹤0.01%	349
2020 Q2	$6K	Sell	78 -141	-64%	-$9.42K	﹤0.01%	348
2020 Q1	$12K	Buy	219 +141	+181%	+$11.4K	﹤0.01%	301
2019 Q4	$7K	Buy	+78	New	+$6.69K	﹤0.01%	340

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Center for Financial Planning's LPLA Position: Q2 2026 in Review

Center for Financial Planning held its LPL Financial (LPLA) position steady in Q2 2026 at 30 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Center for Financial Planning first reported a position in LPLA in Q4 2019 and has held it in 16 quarters since. The position peaked at $12K in Q1 2020. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Center for Financial Planning held 30 shares of LPL Financial worth $8.52K as of Q2 2026.
Center for Financial Planning left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #514 holding.
Center for Financial Planning first reported a position in LPL Financial in Q4 2019 and has held it in 16 quarters since.
Center for Financial Planning's LPL Financial position peaked at $12K in Q1 2020.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.