LPL Financial
MMA

LPL Financial’s Alta Global Group MMA Stock Holding History

LPL Financial’s Portfolio MMA Stock Details MMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,487
Closed -$16.2K – 6188
2025
Q4 		$16.2K Hold
14,487
– – ﹤0.01% 5822
2025
Q3 		$22K Sell
14,487
-7,200
-33% -$8.36K ﹤0.01% 5735
2025
Q2 		$24.5K Buy
21,687
+7,200
+50% +$6.74K ﹤0.01% 5445
2025
Q1 		$12.3K Hold
14,487
– – ﹤0.01% 5302
2024
Q4 		$20.4K Buy
+14,487
New +$25.7K ﹤0.01% 5198

Other funds holding MMA

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's MMA Position: Q1 2026 in Review

LPL Financial sold out of Alta Global Group (MMA) in Q1 2026, closing a stake of 14,487 shares — an estimated $16.2K sold.

LPL Financial first reported a position in MMA in Q4 2024 and held it in 5 quarters. The position peaked at $24.5K in Q2 2025. 12 funds tracked by Wall St. Rank hold MMA as of Q1 2026.

  • LPL Financial reported no remaining Alta Global Group position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 14,487 Alta Global Group shares in Q1 2026, an estimated $16.2K.
  • LPL Financial first reported a position in Alta Global Group in Q4 2024 and held it in 5 quarters.
  • LPL Financial's Alta Global Group position peaked at $24.5K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Alta Global Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.