RMR Wealth Builders
LPLA icon

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
Q3 		$371K Hold
1,214
– – 0.02% 215
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

RMR Wealth Builders's LPLA Position: Q3 2026 in Review

RMR Wealth Builders held its LPL Financial (LPLA) position steady in Q3 2026 at 1,214 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #215.

RMR Wealth Builders first reported a position in LPLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $456K in Q4 2025. 303 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • RMR Wealth Builders held 1,214 shares of LPL Financial worth $371K as of Q3 2026.
  • RMR Wealth Builders left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #215 holding.
  • RMR Wealth Builders first reported a position in LPL Financial in Q3 2025 and has held it in 5 quarters since.
  • RMR Wealth Builders's LPL Financial position peaked at $456K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.