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RMR Wealth Builders’s LPL Financial LPLA Stock Holding History

RMR Wealth Builders’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 		$342K Sell
1,214
-62
-5% -$18.6K 0.02% 237
2026
Q1 		$384K Hold
1,276
– – 0.03% 205
2025
Q4 		$456K Buy
1,276
+62
+5% +$21.9K 0.04% 182
2025
Q3 		$404K Buy
+1,214
New +$440K 0.03% 195

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

RMR Wealth Builders's LPLA Position: Q2 2026 in Review

RMR Wealth Builders reduced its LPL Financial (LPLA) stake by 4.9% in Q2 2026, selling an estimated $18.6K and leaving 1,214 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #237.

RMR Wealth Builders first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $456K in Q4 2025. 226 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • RMR Wealth Builders held 1,214 shares of LPL Financial worth $342K as of Q2 2026.
  • RMR Wealth Builders sold 62 LPL Financial shares in Q2 2026, an estimated $18.6K.
  • LPL Financial made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #237 holding.
  • RMR Wealth Builders first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • RMR Wealth Builders's LPL Financial position peaked at $456K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.