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 Q2	$388K	Sell	1,377 -2	-0.1%	-$600	0.04%	283
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 $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's LPLA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its LPL Financial (LPLA) stake by 0.15% in Q2 2026, selling an estimated $600 and leaving 1,377 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #283.

Pinnacle Wealth Planning Services first reported a position in LPLA in Q4 2020 and has held it in 8 quarters since. The position peaked at $525K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Pinnacle Wealth Planning Services held 1,377 shares of LPL Financial worth $388K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2 LPL Financial shares in Q2 2026, an estimated $600.
LPL Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #283 holding.
Pinnacle Wealth Planning Services first reported a position in LPL Financial in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's LPL Financial position peaked at $525K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.