ZWJ Investment Counsel’s LPL Financial LPLA Stock Holding History

ZWJ Investment Counsel’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	$243K	Hold	864	–	–	0.01%	251
2026 Q1	$260K	Hold	864	–	–	0.01%	189
2025 Q4	$309K	Buy	864 +56	+7%	+$19.8K	0.01%	165
2025 Q3	$269K	Buy	808 +10	+1%	+$3.63K	0.01%	180
2025 Q2	$299K	Buy	798 +2	+0.3%	+$701	0.01%	173
2025 Q1	$260K	Hold	796	–	–	0.01%	192
2024 Q4	$260K	Buy	+796	New	+$235K	0.01%	194
2024 Q3	–	Sell	-796	Closed	-$222K	–	241
2024 Q2	$222K	Hold	796	–	–	0.01%	207
2024 Q1	$210K	Buy	+796	New	+$201K	0.01%	218

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ZWJ Investment Counsel's LPLA Position: Q2 2026 in Review

ZWJ Investment Counsel held its LPL Financial (LPLA) position steady in Q2 2026 at 864 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #251.

ZWJ Investment Counsel first reported a position in LPLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $309K in Q4 2025. 198 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

ZWJ Investment Counsel held 864 shares of LPL Financial worth $243K as of Q2 2026.
ZWJ Investment Counsel left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #251 holding.
ZWJ Investment Counsel first reported a position in LPL Financial in Q1 2024 and has held it in 9 quarters since.
ZWJ Investment Counsel's LPL Financial position peaked at $309K in Q4 2025.
198 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.