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Harbor Investment Advisory’s LPL Financial LPLA Stock Holding History

Harbor Investment Advisory’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 		$58.9K Buy
+209
New +$62.7K ﹤0.01% 715
2024
Q3 		– Sell
-1
Closed -$279 – 1244
2024
Q2 		$279 Sell
1
-3
-75% -$814 ﹤0.01% 1156
2024
Q1 		$1.06K Buy
+4
New +$1.01K ﹤0.01% 1217

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Harbor Investment Advisory's LPLA Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in LPL Financial (LPLA) in Q2 2026: 209 shares worth $58.9K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in LPLA as recently as Q2 2024.

Harbor Investment Advisory first reported a position in LPLA in Q1 2024 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Harbor Investment Advisory held 209 shares of LPL Financial worth $58.9K as of Q2 2026.
  • LPL Financial was a new Harbor Investment Advisory position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #715 holding.
  • Harbor Investment Advisory first reported a position in LPL Financial in Q1 2024 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.