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Hantz Financial Services’s LPL Financial LPLA Stock Holding History

Hantz Financial Services’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
Q2 		$7K Sell
24
-1
-4% -$300 ﹤0.01% 2144
2026
Q1 		$8K Sell
25
-6
-19% -$2.01K ﹤0.01% 2090
2025
Q4 		$11K Buy
31
+27
+675% +$9.55K ﹤0.01% 1970
2025
Q3 		$1K Buy
4
+2
+100% +$725 ﹤0.01% 2263
2025
Q2 		$1K Buy
2
+1
+100% +$350 ﹤0.01% 2104
2025
Q1 		$0 Buy
+1
New +$348 ﹤0.01% 1863

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hantz Financial Services's LPLA Position: Q2 2026 in Review

Hantz Financial Services reduced its LPL Financial (LPLA) stake by 4% in Q2 2026, selling an estimated $300 and leaving 24 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Hantz Financial Services first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $11K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Hantz Financial Services held 24 shares of LPL Financial worth $7K as of Q2 2026.
  • Hantz Financial Services sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2144 holding.
  • Hantz Financial Services first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's LPL Financial position peaked at $11K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.