Harbor Asset Planning
LPLA icon

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
Q3 		$57.2K Hold
187
– – 0.04% 207
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbor Asset Planning's LPLA Position: Q3 2026 in Review

Harbor Asset Planning held its LPL Financial (LPLA) position steady in Q3 2026 at 187 shares worth $57.2K. The position accounts for 0.04% of the portfolio, ranked #207.

Harbor Asset Planning first reported a position in LPLA in Q2 2025 and has held it in 6 quarters since. The position peaked at $70.2K in Q2 2025. 363 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Harbor Asset Planning held 187 shares of LPL Financial worth $57.2K as of Q3 2026.
  • Harbor Asset Planning left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #207 holding.
  • Harbor Asset Planning first reported a position in LPL Financial in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's LPL Financial position peaked at $70.2K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.