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 Q3	$273K	Buy	892 +28	+3%	+$9.52K	0.01%	232
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ZWJ Investment Counsel's LPLA Position: Q3 2026 in Review

ZWJ Investment Counsel increased its LPL Financial (LPLA) stake by 3.2% in Q3 2026, buying an estimated $9.52K and bringing the position to 892 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #232.

ZWJ Investment Counsel first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $309K in Q4 2025. 71 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

ZWJ Investment Counsel held 892 shares of LPL Financial worth $273K as of Q3 2026.
ZWJ Investment Counsel bought 28 LPL Financial shares in Q3 2026, an estimated $9.52K.
LPL Financial made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #232 holding.
ZWJ Investment Counsel first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
ZWJ Investment Counsel's LPL Financial position peaked at $309K in Q4 2025.
71 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.