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 Q3	$676K	Buy	24,083 +6,436	+36%	+$180K	﹤0.01%	4863
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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

LPL Financial's INFO Position: Q3 2026 in Review

LPL Financial increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 36% in Q3 2026, buying an estimated $180K and bringing the position to 24,083 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #4863.

LPL Financial first reported a position in INFO in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold INFO as of Q3 2026.

LPL Financial held 24,083 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $676K as of Q3 2026.
LPL Financial bought 6,436 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q3 2026, an estimated $180K.
Harbor PanAgora Dynamic Large Cap Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4863 holding.
LPL Financial first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q1 2025 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.