Financial Consulate’s LPL Financial LPLA Stock Holding History

Financial Consulate’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	$4.28K	Buy	+14	New	+$4.76K	﹤0.01%	939

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

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 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

Financial Consulate's LPLA Position: Q3 2026 in Review

Financial Consulate opened a new position in LPL Financial (LPLA) in Q3 2026: 14 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

152 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Financial Consulate held 14 shares of LPL Financial worth $4.28K as of Q3 2026.
LPL Financial was a new Financial Consulate position in Q3 2026.
LPL Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #939 holding.
152 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.