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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
Q2 		$27.1K Sell
96
-4
-4% -$1.2K ﹤0.01% 2767
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harbour Investments's LPLA Position: Q2 2026 in Review

Harbour Investments reduced its LPL Financial (LPLA) stake by 4% in Q2 2026, selling an estimated $1.2K and leaving 96 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Harbour Investments first reported a position in LPLA in Q1 2021 and has held it in 16 quarters since. The position peaked at $899K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Harbour Investments held 96 shares of LPL Financial worth $27.1K as of Q2 2026.
  • Harbour Investments sold 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
  • LPL Financial made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2767 holding.
  • Harbour Investments first reported a position in LPL Financial in Q1 2021 and has held it in 16 quarters since.
  • Harbour Investments's LPL Financial position peaked at $899K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.