Mariner
LPLA icon

Mariner’s LPL Financial LPLA Stock Holding History

Mariner’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 		$1.48M Buy
4,931
+1,590
+48% +$533K ﹤0.01% 1696
2025
Q4 		$1.19M Buy
3,341
+175
+6% +$61.9K ﹤0.01% 1826
2025
Q3 		$1.05M Sell
3,166
-8,543
-73% -$3.1M ﹤0.01% 1866
2025
Q2 		$4.39M Sell
11,709
-1,945
-14% -$681K 0.01% 927
2025
Q1 		$4.47M Buy
13,654
+1,043
+8% +$363K 0.01% 854
2024
Q4 		$4.12M Buy
12,611
+39
+0.3% +$11.5K 0.01% 873
2024
Q3 		$2.92M Sell
12,572
-3,500
-22% -$789K 0.01% 1008
2024
Q2 		$4.49M Buy
16,072
+645
+4% +$175K 0.01% 777
2024
Q1 		$4.08M Buy
15,427
+704
+5% +$178K 0.01% 809
2023
Q4 		$3.35M Buy
14,723
+6,851
+87% +$1.54M 0.01% 836
2023
Q3 		$1.87M Buy
7,872
+220
+3% +$51.1K 0.01% 1004
2023
Q2 		$1.66M Buy
7,652
+225
+3% +$45.1K ﹤0.01% 1052
2023
Q1 		$1.5M Buy
7,427
+500
+7% +$114K ﹤0.01% 1085
2022
Q4 		$1.5M Sell
6,927
-441
-6% -$103K ﹤0.01% 1045
2022
Q3 		$1.61M Buy
+7,368
New +$1.57M 0.01% 858

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

Mariner's LPLA Position: Q1 2026 in Review

Mariner increased its LPL Financial (LPLA) stake by 48% in Q1 2026, buying an estimated $533K and bringing the position to 4,931 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Mariner first reported a position in LPLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.49M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Mariner held 4,931 shares of LPL Financial worth $1.48M as of Q1 2026.
  • Mariner bought 1,590 LPL Financial shares in Q1 2026, an estimated $533K.
  • LPL Financial made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1696 holding.
  • Mariner first reported a position in LPL Financial in Q3 2022 and has held it in 15 quarters since.
  • Mariner's LPL Financial position peaked at $4.49M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.