MCM
LPLA icon

MAI Capital Management’s LPL Financial LPLA Stock Holding History

MAI Capital Management’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
Q1 		– Hold
0
– – – 874
2025
Q4 		– Hold
0
– – – 773
2025
Q3 		– Hold
0
– – – 767

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MAI Capital Management's LPLA Position: Q1 2026 in Review

MAI Capital Management reduced its LPL Financial (LPLA) stake by 0.97% in Q1 2026, selling an estimated $11.7K and leaving 3,585 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #748.

MAI Capital Management first reported a position in LPLA in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.7M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • MAI Capital Management held 3,585 shares of LPL Financial worth $1.08M as of Q1 2026.
  • MAI Capital Management sold 35 LPL Financial shares in Q1 2026, an estimated $11.7K.
  • LPL Financial made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #748 holding.
  • MAI Capital Management first reported a position in LPL Financial in Q1 2014 and has held it in 26 quarters since.
  • MAI Capital Management's LPL Financial position peaked at $1.7M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.