Financial Management Professionals’s LPL Financial LPLA Stock Holding History

Financial Management Professionals’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	$142K	Hold	463	–	–	0.01%	193
2026 Q2	$130K	Hold	463	–	–	0.01%	204
2026 Q1	$139K	Hold	463	–	–	0.02%	178
2025 Q4	$165K	Buy	+463	New	+$164K	0.02%	161
2023 Q1	–	Sell	-508	Closed	-$110K	–	1080
2022 Q4	$110K	Buy	508 +62	+14%	+$14.5K	0.02%	154
2022 Q3	$97K	Buy	+446	New	+$94.9K	0.02%	153
2019 Q3	–	Sell	-161	Closed	-$13K	–	332
2019 Q2	$13K	Buy	+161	New	+$12.7K	﹤0.01%	176

Other funds holding LPLA

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

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 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

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Financial Management Professionals's LPLA Position: Q3 2026 in Review

Financial Management Professionals held its LPL Financial (LPLA) position steady in Q3 2026 at 463 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #193.

Financial Management Professionals first reported a position in LPLA in Q2 2019 and has held it in 7 quarters since. The position peaked at $165K in Q4 2025. 188 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Financial Management Professionals held 463 shares of LPL Financial worth $142K as of Q3 2026.
Financial Management Professionals left its LPL Financial share count unchanged in Q3 2026.
LPL Financial made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #193 holding.
Financial Management Professionals first reported a position in LPL Financial in Q2 2019 and has held it in 7 quarters since.
Financial Management Professionals's LPL Financial position peaked at $165K in Q4 2025.
188 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

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