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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harbor Asset Planning's LPLA Position: Q1 2026 in Review

Harbor Asset Planning held its LPL Financial (LPLA) position steady in Q1 2026 at 187 shares worth $56.3K. The position accounts for 0.05% of the portfolio, ranked #199.

Harbor Asset Planning first reported a position in LPLA in Q2 2025 and has held it in 4 quarters since. The position peaked at $70.2K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Harbor Asset Planning held 187 shares of LPL Financial worth $56.3K as of Q1 2026.
  • Harbor Asset Planning left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.05% of Harbor Asset Planning's portfolio in Q1 2026, its #199 holding.
  • Harbor Asset Planning first reported a position in LPL Financial in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's LPL Financial position peaked at $70.2K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.