Vision Retirement’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
Vision Retirement's LPLA Position: Q2 2026 in Review
Vision Retirement held its LPL Financial (LPLA) position steady in Q2 2026 at 1,043 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #114.
Vision Retirement first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Vision Retirement held 1,043 shares of LPL Financial worth $294K as of Q2 2026.
- Vision Retirement left its LPL Financial share count unchanged in Q2 2026.
- LPL Financial made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #114 holding.
- Vision Retirement first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
- Vision Retirement's LPL Financial position peaked at $385K in Q4 2025.
- 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.