LPL Financial
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LPL Financial’s Mobix Labs MOBX Stock Holding History

LPL Financial’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.18K Buy
+1,550
New +$5.43K ﹤0.01% 5948
2025
Q3 		– Sell
-1,500
Closed -$11.5K – 5919
2025
Q2 		$11.5K Hold
1,500
– – ﹤0.01% 5515
2025
Q1 		$13.4K Hold
1,500
– – ﹤0.01% 5294
2024
Q4 		$25.5K Hold
1,500
– – ﹤0.01% 5171
2024
Q3 		$15.9K Hold
1,500
– – ﹤0.01% 5100
2024
Q2 		$24.6K Hold
1,500
– – ﹤0.01% 4918
2024
Q1 		$30.1K Buy
+1,500
New +$38.2K ﹤0.01% 4811

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $117M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial's MOBX Position: Q1 2026 in Review

LPL Financial opened a new position in Mobix Labs (MOBX) in Q1 2026: 1,550 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #5948 among its holdings. This is a return to the name: LPL Financial previously reported a position in MOBX as recently as Q2 2025.

LPL Financial first reported a position in MOBX in Q1 2024 and has held it in 7 quarters since. The position peaked at $30.1K in Q1 2024. 26 funds tracked by Wall St. Rank hold MOBX as of Q1 2026.

  • LPL Financial held 1,550 shares of Mobix Labs worth $5.18K as of Q1 2026.
  • Mobix Labs was a new LPL Financial position in Q1 2026.
  • Mobix Labs made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5948 holding.
  • LPL Financial first reported a position in Mobix Labs in Q1 2024 and has held it in 7 quarters since.
  • LPL Financial's Mobix Labs position peaked at $30.1K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2026.

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