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Retirement Planning Group (Kansas)’s LPL Financial LPLA Stock Holding History

Retirement Planning Group (Kansas)’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 		$514K Sell
1,825
-63
-3% -$18.9K 0.01% 320
2026
Q1 		$568K Sell
1,888
-69
-4% -$23.2K 0.02% 276
2025
Q4 		$699K Buy
1,957
+137
+8% +$48.5K 0.02% 226
2025
Q3 		$605K Buy
+1,820
New +$660K 0.02% 242

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LPLA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its LPL Financial (LPLA) stake by 3.3% in Q2 2026, selling an estimated $18.9K and leaving 1,825 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #320.

Retirement Planning Group (Kansas) first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $699K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,825 shares of LPL Financial worth $514K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 63 LPL Financial shares in Q2 2026, an estimated $18.9K.
  • LPL Financial made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #320 holding.
  • Retirement Planning Group (Kansas) first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s LPL Financial position peaked at $699K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.