Harbor Asset Planning’s LPL Financial LPLA Stock Holding History

Harbor Asset Planning’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	$52.7K	Hold	187	–	–	0.04%	215
2026 Q1	$56.3K	Hold	187	–	–	0.05%	199
2025 Q4	$66.9K	Hold	187	–	–	0.06%	169
2025 Q3	$62.3K	Hold	187	–	–	0.06%	169
2025 Q2	$70.2K	Buy	+187	New	+$65.5K	0.07%	155

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harbor Asset Planning's LPLA Position: Q2 2026 in Review

Harbor Asset Planning held its LPL Financial (LPLA) position steady in Q2 2026 at 187 shares worth $52.7K. The position accounts for 0.04% of the portfolio, ranked #215.

Harbor Asset Planning first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.2K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Harbor Asset Planning held 187 shares of LPL Financial worth $52.7K as of Q2 2026.
Harbor Asset Planning left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #215 holding.
Harbor Asset Planning first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's LPL Financial position peaked at $70.2K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.