Entrust Financial’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.4K Hold
193
0.04% 137
2026
Q1
$58.1K Sell
193
-21
-10% -$7.05K 0.04% 123
2025
Q4
$76.5K Buy
+214
New +$75.7K 0.06% 98

Other funds holding LPLA

Entrust Financial's LPLA Position: Q2 2026 in Review

Entrust Financial held its LPL Financial (LPLA) position steady in Q2 2026 at 193 shares worth $54.4K. The position accounts for 0.04% of the portfolio, ranked #137.

Entrust Financial first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.5K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Entrust Financial held 193 shares of LPL Financial worth $54.4K as of Q2 2026.
  • Entrust Financial left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.04% of Entrust Financial's portfolio in Q2 2026, its #137 holding.
  • Entrust Financial first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Entrust Financial's LPL Financial position peaked at $76.5K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Entrust Financial's 13F filing for Q2 2026, filed 20 Jul 2026.