Planning Strategies’s LPL Financial LPLA Stock Holding History

Planning Strategies’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	$1.41K	Buy	+5	New	+$1.5K	﹤0.01%	674

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

Planning Strategies's LPLA Position: Q2 2026 in Review

Planning Strategies opened a new position in LPL Financial (LPLA) in Q2 2026: 5 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Planning Strategies held 5 shares of LPL Financial worth $1.41K as of Q2 2026.
LPL Financial was a new Planning Strategies position in Q2 2026.
LPL Financial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #674 holding.
719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.