Planning Strategies Inc.’s LPL Financial LPLA Stock Holding History

Planning Strategies Inc.’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	$1.41K	Buy	+5	New	+$1.5K	﹤0.01%	674

Other funds holding LPLA

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s LPLA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in LPL Financial (LPLA) in Q2 2026: 5 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

223 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Planning Strategies Inc. held 5 shares of LPL Financial worth $1.41K as of Q2 2026.
LPL Financial was a new Planning Strategies Inc. position in Q2 2026.
LPL Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #674 holding.
223 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.