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Cranbrook Wealth Management’s LPL Financial LPLA Stock Holding History

Cranbrook Wealth Management’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 		$5.35K Hold
19
– – ﹤0.01% 339
2026
Q1 		$5.72K Hold
19
– – ﹤0.01% 316
2025
Q4 		$6.79K Hold
19
– – ﹤0.01% 317
2025
Q3 		$6.32K Hold
19
– – ﹤0.01% 327
2025
Q2 		$7.13K Hold
19
– – ﹤0.01% 320
2025
Q1 		$6.22K Hold
19
– – ﹤0.01% 307
2024
Q4 		$6.2K Buy
+19
New +$5.62K ﹤0.01% 300

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

Cranbrook Wealth Management's LPLA Position: Q2 2026 in Review

Cranbrook Wealth Management held its LPL Financial (LPLA) position steady in Q2 2026 at 19 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Cranbrook Wealth Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.13K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cranbrook Wealth Management held 19 shares of LPL Financial worth $5.35K as of Q2 2026.
  • Cranbrook Wealth Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Cranbrook Wealth Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Cranbrook Wealth Management's LPL Financial position peaked at $7.13K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.