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Rachor Investment Advisory Services’s LPL Financial LPLA Stock Holding History

Rachor Investment Advisory 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 		– Sell
-8
Closed -$2.41K – 321
2026
Q1 		$2.41K Sell
8
-1
-11% -$336 ﹤0.01% 234
2025
Q4 		$3.21K Buy
+9
New +$3.18K ﹤0.01% 196

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Massachusetts Financial Services
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Rachor Investment Advisory Services's LPLA Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 8 shares — an estimated $2.41K sold.

Rachor Investment Advisory Services first reported a position in LPLA in Q4 2025 and held it in 2 quarters. The position peaked at $3.21K in Q4 2025. 344 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 8 LPL Financial shares in Q2 2026, an estimated $2.41K.
  • Rachor Investment Advisory Services first reported a position in LPL Financial in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's LPL Financial position peaked at $3.21K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.