Mackenzie Financial
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Mackenzie Financial’s LPL Financial LPLA Stock Holding History

Mackenzie Financial’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
6,623
+35
+0.5% +$10.5K ﹤0.01% 1070
2026
Q1 		$1.98M Buy
6,588
+881
+15% +$296K ﹤0.01% 932
2025
Q4 		$2.05M Buy
5,707
+442
+8% +$156K ﹤0.01% 860
2025
Q3 		$1.75M Buy
5,265
+297
+6% +$108K ﹤0.01% 879
2025
Q2 		$1.86M Buy
4,968
+535
+12% +$187K ﹤0.01% 822
2025
Q1 		$1.45M Buy
4,433
+794
+22% +$276K ﹤0.01% 871
2024
Q4 		$1.19M Sell
3,639
-50
-1% -$14.8K ﹤0.01% 903
2024
Q3 		$858K Sell
3,689
-7,007
-66% -$1.58M ﹤0.01% 899
2024
Q2 		$2.99M Buy
10,696
+278
+3% +$75.5K ﹤0.01% 640
2024
Q1 		$2.75M Buy
10,418
+4
+0% +$1.01K ﹤0.01% 675
2023
Q4 		$2.37M Buy
10,414
+815
+8% +$183K ﹤0.01% 696
2023
Q3 		$2.21M Buy
9,599
+1,201
+14% +$279K ﹤0.01% 690
2023
Q2 		$1.85M Sell
8,398
-5,174
-38% -$1.04M ﹤0.01% 739
2023
Q1 		$2.75M Buy
13,572
+9,627
+244% +$2.2M ﹤0.01% 675
2022
Q4 		$853K Sell
3,945
-273
-6% -$63.8K ﹤0.01% 801
2022
Q3 		$922K Sell
4,218
-57
-1% -$12.1K ﹤0.01% 832
2022
Q2 		$789K Buy
4,275
+2,793
+188% +$530K ﹤0.01% 871
2022
Q1 		$271K Buy
+1,482
New +$258K ﹤0.01% 1164
2021
Q1 		– Sell
-14,529
Closed -$1.51M – 1165
2020
Q4 		$1.51M Buy
14,529
+3,131
+27% +$281K ﹤0.01% 655
2020
Q3 		$874K Hold
11,398
– – ﹤0.01% 687
2020
Q2 		$894K Sell
11,398
-79
-0.7% -$5.28K ﹤0.01% 685
2020
Q1 		$625K Buy
11,477
+201
+2% +$16.2K ﹤0.01% 767
2019
Q4 		$1.04M Sell
11,276
-262
-2% -$22.5K ﹤0.01% 730
2019
Q3 		$945K Buy
11,538
+2,185
+23% +$175K ﹤0.01% 728
2019
Q2 		$763K Sell
9,353
-14,941
-62% -$1.18M ﹤0.01% 793
2019
Q1 		$1.69M Buy
+24,294
New +$1.75M ﹤0.01% 828

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's LPLA Position: Q2 2026 in Review

Mackenzie Financial increased its LPL Financial (LPLA) stake by 0.53% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,623 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Mackenzie Financial first reported a position in LPLA in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.99M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mackenzie Financial held 6,623 shares of LPL Financial worth $1.87M as of Q2 2026.
  • Mackenzie Financial bought 35 LPL Financial shares in Q2 2026, an estimated $10.5K.
  • LPL Financial made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1070 holding.
  • Mackenzie Financial first reported a position in LPL Financial in Q1 2019 and has held it in 26 quarters since.
  • Mackenzie Financial's LPL Financial position peaked at $2.99M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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