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
Q3 		$948K Buy
45,018
+4,284
+11% +$76.9K ﹤0.01% 4564
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LPL Financial's MG Position: Q3 2026 in Review

LPL Financial increased its Mistras Group (MG) stake by 11% in Q3 2026, buying an estimated $76.9K and bringing the position to 45,018 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #4564.

LPL Financial first reported a position in MG in Q4 2013 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold MG as of Q3 2026.

  • LPL Financial held 45,018 shares of Mistras Group worth $948K as of Q3 2026.
  • LPL Financial bought 4,284 Mistras Group shares in Q3 2026, an estimated $76.9K.
  • Mistras Group made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4564 holding.
  • LPL Financial first reported a position in Mistras Group in Q4 2013 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Mistras Group as of Q3 2026.

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