LPL Financial
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LPL Financial’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

LPL Financial’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.9K Buy
14,150
+1
+0% +$3 ﹤0.01% 6152
2026
Q2 		$32.8K Buy
+14,149
New +$35.4K ﹤0.01% 6079
2025
Q2 		– Sell
-18,348
Closed -$60.5K – 5576
2025
Q1 		$60.5K Sell
18,348
-30,901
-63% -$103K ﹤0.01% 5129
2024
Q4 		$130K Sell
49,249
-3,894
-7% -$11.7K ﹤0.01% 4934
2024
Q3 		$193K Buy
53,143
+20,884
+65% +$76.1K ﹤0.01% 4738
2024
Q2 		$117K Sell
32,259
-1,418
-4% -$5.09K ﹤0.01% 4707
2024
Q1 		$119K Buy
33,677
+17,002
+102% +$62.3K ﹤0.01% 4640
2023
Q4 		$67.4K Sell
16,675
-9,006
-35% -$32.6K ﹤0.01% 4613
2023
Q3 		$95.5K Sell
25,681
-22,536
-47% -$92.3K ﹤0.01% 4429
2023
Q2 		$233K Sell
48,217
-32,850
-41% -$169K ﹤0.01% 4044
2023
Q1 		$447K Sell
81,067
-16,987
-17% -$108K ﹤0.01% 3428
2022
Q4 		$569K Sell
98,054
-14,987
-13% -$84.2K ﹤0.01% 3135
2022
Q3 		$555K Sell
113,041
-16,994
-13% -$111K ﹤0.01% 3060
2022
Q2 		$832K Buy
130,035
+22,697
+21% +$156K ﹤0.01% 2737
2022
Q1 		$829K Sell
107,338
-7,928
-7% -$62.8K ﹤0.01% 2768
2021
Q4 		$953K Sell
115,266
-21,605
-16% -$191K ﹤0.01% 2699
2021
Q3 		$1.22M Sell
136,871
-5,900
-4% -$54.3K ﹤0.01% 2467
2021
Q2 		$1.41M Buy
142,771
+5,628
+4% +$55.8K ﹤0.01% 2273
2021
Q1 		$1.28M Buy
137,143
+33,295
+32% +$318K ﹤0.01% 2183
2020
Q4 		$949K Buy
103,848
+92,700
+832% +$864K ﹤0.01% 2224
2020
Q3 		$100K Buy
11,148
+937
+9% +$8.78K ﹤0.01% 3370
2020
Q2 		$92K Buy
+10,211
New +$78.4K ﹤0.01% 3302

Other funds holding CHMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LPL Financial's CHMI Position: Q3 2026 in Review

LPL Financial increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 0.01% in Q3 2026, buying an estimated $3 and bringing the position to 14,150 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6152.

LPL Financial first reported a position in CHMI in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q2 2021. 47 funds tracked by Wall St. Rank hold CHMI as of Q3 2026.

  • LPL Financial held 14,150 shares of Cherry Hill Mortgage Investment Corp worth $36.9K as of Q3 2026.
  • LPL Financial bought 1 Cherry Hill Mortgage Investment Corp share in Q3 2026, an estimated $3.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6152 holding.
  • LPL Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2020 and has held it in 22 quarters since.
  • LPL Financial's Cherry Hill Mortgage Investment Corp position peaked at $1.41M in Q2 2021.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.