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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LPLA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its LPL Financial (LPLA) stake by 3.5% in Q1 2026, selling an estimated $23.2K and leaving 1,888 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #276.

Retirement Planning Group (Kansas) first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $699K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 1,888 shares of LPL Financial worth $568K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 69 LPL Financial shares in Q1 2026, an estimated $23.2K.
  • LPL Financial made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #276 holding.
  • Retirement Planning Group (Kansas) first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s LPL Financial position peaked at $699K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.