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
Q2 		$254K Sell
900
-4,031
-82% -$1.21M ﹤0.01% 2964
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 $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

Mariner's LPLA Position: Q2 2026 in Review

Mariner reduced its LPL Financial (LPLA) stake by 82% in Q2 2026, selling an estimated $1.21M and leaving 900 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Mariner first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.49M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mariner held 900 shares of LPL Financial worth $254K as of Q2 2026.
  • Mariner sold 4,031 LPL Financial shares in Q2 2026, an estimated $1.21M.
  • LPL Financial made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2964 holding.
  • Mariner first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • Mariner's LPL Financial position peaked at $4.49M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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