KFP
LPLA icon

Kerr Financial Planning’s LPL Financial LPLA Stock Holding History

Kerr Financial 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
Q2 		$11.2K Hold
40
– – 0.01% 351
2026
Q1 		$13.4K Buy
40
+1
+3% +$336 0.01% 325
2025
Q4 		$14.5K Sell
39
-1
-3% -$354 0.02% 318
2025
Q3 		$14.6K Buy
+40
New +$14.5K 0.02% 299

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 $3.37T AUM 44.26% 1-Year Est. Return

Kerr Financial Planning's LPLA Position: Q2 2026 in Review

Kerr Financial Planning held its LPL Financial (LPLA) position steady in Q2 2026 at 40 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #351.

Kerr Financial Planning first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q3 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Kerr Financial Planning held 40 shares of LPL Financial worth $11.2K as of Q2 2026.
  • Kerr Financial Planning left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #351 holding.
  • Kerr Financial Planning first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's LPL Financial position peaked at $14.6K in Q3 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.