LPL Financial
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LPL Financial’s Mistras Group MG Stock Holding History

LPL Financial’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$712K Buy
+40,734
New +$725K ﹤0.01% 4729
2014
Q1 		– Sell
-10,732
Closed -$224K – 2697
2013
Q4 		$224K Buy
+10,732
New +$206K ﹤0.01% 2355

Other funds holding MG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IH
IES Holdings Houston, Texas $311M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's MG Position: Q2 2026 in Review

LPL Financial opened a new position in Mistras Group (MG) in Q2 2026: 40,734 shares worth $712K. The stake represents ﹤0.01% of the portfolio and ranks #4729 among its holdings. This is a return to the name: LPL Financial previously reported a position in MG as recently as Q4 2013.

LPL Financial first reported a position in MG in Q4 2013 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold MG as of Q2 2026.

  • LPL Financial held 40,734 shares of Mistras Group worth $712K as of Q2 2026.
  • Mistras Group was a new LPL Financial position in Q2 2026.
  • Mistras Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4729 holding.
  • LPL Financial first reported a position in Mistras Group in Q4 2013 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Mistras Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.