Pinnacle Wealth Planning Services’s LPL Financial LPLA Stock Holding History

Pinnacle Wealth Planning Services’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	$415K	Sell	1,379 -5	-0.4%	-$1.68K	0.04%	252
2025 Q4	$494K	Sell	1,384 -16	-1%	-$5.66K	0.05%	217
2025 Q3	$466K	Hold	1,400	–	–	0.05%	230
2025 Q2	$525K	Buy	1,400 +4	+0.3%	+$1.4K	0.07%	189
2025 Q1	$457K	Buy	1,396 +17	+1%	+$5.92K	0.07%	179
2024 Q4	$450K	Buy	+1,379	New	+$408K	0.07%	171
2021 Q1	–	Sell	-85	Closed	-$9K	–	1251
2020 Q4	$9K	Buy	+85	New	+$7.64K	﹤0.01%	1430

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's LPLA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its LPL Financial (LPLA) stake by 0.36% in Q1 2026, selling an estimated $1.68K and leaving 1,379 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #252.

Pinnacle Wealth Planning Services first reported a position in LPLA in Q4 2020 and has held it in 7 quarters since. The position peaked at $525K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Pinnacle Wealth Planning Services held 1,379 shares of LPL Financial worth $415K as of Q1 2026.
Pinnacle Wealth Planning Services sold 5 LPL Financial shares in Q1 2026, an estimated $1.68K.
LPL Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #252 holding.
Pinnacle Wealth Planning Services first reported a position in LPL Financial in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's LPL Financial position peaked at $525K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.