Cornerstone Planning Group’s LPL Financial LPLA Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-32	Closed	-$10.5K	–	1037
2026 Q2	$10.5K	Sell	32 -10	-24%	-$3K	﹤0.01%	876
2026 Q1	$13.5K	Buy	42 +6	+17%	+$2.01K	﹤0.01%	813
2025 Q4	$13.2K	Buy	36 +4	+13%	+$1.42K	﹤0.01%	714
2025 Q3	$10.8K	Buy	32 +5	+19%	+$1.81K	﹤0.01%	756
2025 Q2	$10.1K	Sell	27 -8	-23%	-$2.8K	﹤0.01%	556
2025 Q1	$10.9K	Buy	35 +34	+3,400%	+$11.8K	﹤0.01%	547
2024 Q4	$353	Buy	+1	New	+$296	﹤0.01%	1240
2024 Q1	–	Sell	-4	Closed	-$910	–	1160
2023 Q4	$910	Buy	+4	New	+$899	﹤0.01%	726

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Cornerstone Planning Group's LPLA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of LPL Financial (LPLA) in Q3 2026, closing a stake of 32 shares — an estimated $10.5K sold.

Cornerstone Planning Group first reported a position in LPLA in Q4 2023 and held it in 8 quarters. The position peaked at $13.5K in Q1 2026. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Cornerstone Planning Group reported no remaining LPL Financial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 32 LPL Financial shares in Q3 2026, an estimated $10.5K.
Cornerstone Planning Group first reported a position in LPL Financial in Q4 2023 and held it in 8 quarters.
Cornerstone Planning Group's LPL Financial position peaked at $13.5K in Q1 2026.
133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.