TruNorth Capital Management’s LPL Financial LPLA Stock Holding History

TruNorth Capital Management’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	$272K	Hold	891	–	–	0.04%	104
2026 Q2	$251K	Hold	891	–	–	0.04%	105
2026 Q1	$268K	Sell	891 -218	-20%	-$73.1K	0.05%	90
2025 Q4	$396K	Buy	1,109 +946	+580%	+$335K	0.08%	72
2025 Q3	$54.2K	Buy	+163	New	+$59.1K	0.01%	175

Other funds holding LPLA

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

TruNorth Capital Management's LPLA Position: Q3 2026 in Review

TruNorth Capital Management held its LPL Financial (LPLA) position steady in Q3 2026 at 891 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #104.

TruNorth Capital Management first reported a position in LPLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $396K in Q4 2025. 50 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

TruNorth Capital Management held 891 shares of LPL Financial worth $272K as of Q3 2026.
TruNorth Capital Management left its LPL Financial share count unchanged in Q3 2026.
LPL Financial made up 0.04% of TruNorth Capital Management's portfolio in Q3 2026, its #104 holding.
TruNorth Capital Management first reported a position in LPL Financial in Q3 2025 and has held it in 5 quarters since.
TruNorth Capital Management's LPL Financial position peaked at $396K in Q4 2025.
50 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.