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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's LPLA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its LPL Financial (LPLA) stake by 24% in Q2 2026, selling an estimated $3K and leaving 32 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Cornerstone Planning Group first reported a position in LPLA in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.5K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cornerstone Planning Group held 32 shares of LPL Financial worth $10.5K as of Q2 2026.
  • Cornerstone Planning Group sold 10 LPL Financial shares in Q2 2026, an estimated $3K.
  • LPL Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #876 holding.
  • Cornerstone Planning Group first reported a position in LPL Financial in Q4 2023 and has held it in 8 quarters since.
  • Cornerstone Planning Group's LPL Financial position peaked at $13.5K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.