Graney & King’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
$109K Buy
385
+100
+35% +$30K 0.04% 99
2026
Q1
$85.8K Hold
285
0.05% 104
2025
Q4
$102K Hold
285
0.06% 92
2025
Q3
$94.9K Buy
285
+146
+105% +$52.9K 0.07% 93
2025
Q2
$52.2K Buy
139
+46
+49% +$16.1K 0.04% 118
2025
Q1
$30.5K Hold
93
0.02% 155
2024
Q4
$30.5K Buy
+93
New +$27.5K 0.02% 154

Other funds holding LPLA

Graney & King's LPLA Position: Q2 2026 in Review

Graney & King increased its LPL Financial (LPLA) stake by 35% in Q2 2026, buying an estimated $30K and bringing the position to 385 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #99.

Graney & King first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Graney & King held 385 shares of LPL Financial worth $109K as of Q2 2026.
  • Graney & King bought 100 LPL Financial shares in Q2 2026, an estimated $30K.
  • LPL Financial made up 0.04% of Graney & King's portfolio in Q2 2026, its #99 holding.
  • Graney & King first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.