HI
LPLA icon

Harbour Investments’s LPL Financial LPLA Stock Holding History

Harbour Investments’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 		$30.1K Buy
100
+44
+79% +$14.8K ﹤0.01% 2634
2025
Q4 		$20K Buy
56
+17
+44% +$6.01K ﹤0.01% 2416
2025
Q3 		$13K Sell
39
-2,358
-98% -$855K ﹤0.01% 2554
2025
Q2 		$899K Buy
2,397
+2,388
+26,533% +$837K 0.02% 566
2025
Q1 		$2.94K Buy
9
+2
+29% +$696 ﹤0.01% 2988
2024
Q4 		$2.29K Sell
7
-6
-46% -$1.77K ﹤0.01% 2980
2024
Q3 		$3.02K Sell
13
-5
-28% -$1.13K ﹤0.01% 2799
2024
Q2 		$5.03K Sell
18
-5
-22% -$1.36K ﹤0.01% 2511
2024
Q1 		$6.08K Buy
23
+11
+92% +$2.78K ﹤0.01% 2402
2023
Q4 		$2.73K Buy
12
+5
+71% +$1.12K ﹤0.01% 2601
2023
Q3 		$1.66K Buy
7
+6
+600% +$1.39K ﹤0.01% 2593
2023
Q2 		$217 Buy
+1
New +$200 ﹤0.01% 2900
2021
Q4 		– Sell
-39
Closed -$6K – 3238
2021
Q3 		$6K Buy
39
+2
+5% +$287 ﹤0.01% 2904
2021
Q2 		$5K Sell
37
-20
-35% -$2.91K ﹤0.01% 3061
2021
Q1 		$8K Buy
+57
New +$7.27K ﹤0.01% 2722

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

Harbour Investments's LPLA Position: Q1 2026 in Review

Harbour Investments increased its LPL Financial (LPLA) stake by 79% in Q1 2026, buying an estimated $14.8K and bringing the position to 100 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Harbour Investments first reported a position in LPLA in Q1 2021 and has held it in 15 quarters since. The position peaked at $899K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Harbour Investments held 100 shares of LPL Financial worth $30.1K as of Q1 2026.
  • Harbour Investments bought 44 LPL Financial shares in Q1 2026, an estimated $14.8K.
  • LPL Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2634 holding.
  • Harbour Investments first reported a position in LPL Financial in Q1 2021 and has held it in 15 quarters since.
  • Harbour Investments's LPL Financial position peaked at $899K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.