LPL Financial
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LPL Financial’s Mine Safety MSA Stock Holding History

LPL Financial’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.47M Sell
54,265
-719
-1% -$120K ﹤0.01% 2198
2026
Q1 		$9.01M Sell
54,984
-1,800
-3% -$329K ﹤0.01% 2079
2025
Q4 		$9.09M Sell
56,784
-3,019
-5% -$492K ﹤0.01% 2021
2025
Q3 		$10.3M Sell
59,803
-13,216
-18% -$2.28M ﹤0.01% 1837
2025
Q2 		$12.2M Sell
73,019
-2,339
-3% -$366K ﹤0.01% 1573
2025
Q1 		$11.1M Buy
75,358
+418
+0.6% +$66.6K ﹤0.01% 1524
2024
Q4 		$12.4M Buy
74,940
+1,952
+3% +$335K 0.01% 1385
2024
Q3 		$12.9M Sell
72,988
-306
-0.4% -$55.6K 0.01% 1292
2024
Q2 		$13.8M Sell
73,294
-199
-0.3% -$37K 0.01% 1164
2024
Q1 		$14.2M Buy
73,493
+11,792
+19% +$2.07M 0.01% 1108
2023
Q4 		$10.4M Buy
61,701
+825
+1% +$134K 0.01% 1232
2023
Q3 		$9.6M Sell
60,876
-2,506
-4% -$430K 0.01% 1185
2023
Q2 		$11M Buy
63,382
+40,728
+180% +$5.83M 0.01% 1082
2023
Q1 		$3.02M Buy
22,654
+8
+0% +$1.08K ﹤0.01% 1835
2022
Q4 		$3.27M Sell
22,646
-8
-0% -$1.05K ﹤0.01% 1713
2022
Q3 		$2.48M Buy
22,654
+57
+0.3% +$7.01K ﹤0.01% 1818
2022
Q2 		$2.74M Buy
22,597
+21,003
+1,318% +$2.61M ﹤0.01% 1781
2022
Q1 		$211K Buy
1,594
+43
+3% +$5.94K ﹤0.01% 3809
2021
Q4 		$234K Buy
1,551
+22
+1% +$3.3K ﹤0.01% 3877
2021
Q3 		$223K Buy
1,529
+236
+18% +$37.5K ﹤0.01% 3885
2021
Q2 		$214K Buy
+1,293
New +$210K ﹤0.01% 3861
2021
Q1 		– Sell
-1,345
Closed -$201K – 4130
2020
Q4 		$201K Buy
+1,345
New +$194K ﹤0.01% 3525

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

LPL Financial's MSA Position: Q2 2026 in Review

LPL Financial reduced its Mine Safety (MSA) stake by 1.3% in Q2 2026, selling an estimated $120K and leaving 54,265 shares worth $9.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

LPL Financial first reported a position in MSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.2M in Q1 2024. 457 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • LPL Financial held 54,265 shares of Mine Safety worth $9.47M as of Q2 2026.
  • LPL Financial sold 719 Mine Safety shares in Q2 2026, an estimated $120K.
  • Mine Safety made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2198 holding.
  • LPL Financial first reported a position in Mine Safety in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's Mine Safety position peaked at $14.2M in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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