TrueNorth Wealth & Impact, LLC’s LPL Financial LPLA Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$218K	Buy	+713	New	+$242K	0.08%	164

Other funds holding LPLA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's LPLA Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in LPL Financial (LPLA) in Q3 2026: 713 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

643 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 713 shares of LPL Financial worth $218K as of Q3 2026.
LPL Financial was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
LPL Financial made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #164 holding.
643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.