First Command Advisory Services’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
$23.9K Buy
85
+43
+102% +$12.9K ﹤0.01% 617
2026
Q1
$12.6K Buy
+42
New +$14.1K ﹤0.01% 562

Other funds holding LPLA

First Command Advisory Services's LPLA Position: Q2 2026 in Review

First Command Advisory Services increased its LPL Financial (LPLA) stake by 102% in Q2 2026, buying an estimated $12.9K and bringing the position to 85 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

First Command Advisory Services first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • First Command Advisory Services held 85 shares of LPL Financial worth $23.9K as of Q2 2026.
  • First Command Advisory Services bought 43 LPL Financial shares in Q2 2026, an estimated $12.9K.
  • LPL Financial made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #617 holding.
  • First Command Advisory Services first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.