LPL Financial
INFO

LPL Financial’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

LPL Financial’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
17,647
+1,297
+8% +$34K ﹤0.01% 5063
2026
Q1 		$384K Buy
16,350
+3,658
+29% +$89.3K ﹤0.01% 5003
2025
Q4 		$311K Buy
12,692
+1,611
+15% +$39K ﹤0.01% 5119
2025
Q3 		$264K Hold
11,081
– – ﹤0.01% 5155
2025
Q2 		$243K Buy
11,081
+115
+1% +$2.31K ﹤0.01% 4938
2025
Q1 		$213K Buy
+10,966
New +$225K ﹤0.01% 4825

Other funds holding INFO

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

LPL Financial's INFO Position: Q2 2026 in Review

LPL Financial increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 7.9% in Q2 2026, buying an estimated $34K and bringing the position to 17,647 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #5063.

LPL Financial first reported a position in INFO in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold INFO as of Q2 2026.

  • LPL Financial held 17,647 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $480K as of Q2 2026.
  • LPL Financial bought 1,297 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q2 2026, an estimated $34K.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5063 holding.
  • LPL Financial first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.