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MassMutual Private Wealth & Trust’s LPL Financial LPLA Stock Holding History

MassMutual Private Wealth & Trust’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 		$29K Sell
103
-15
-13% -$4.5K ﹤0.01% 980
2026
Q1 		$35.5K Buy
118
+45
+62% +$15.1K ﹤0.01% 877
2025
Q4 		$26.1K Sell
73
-6
-8% -$2.12K ﹤0.01% 1014
2025
Q3 		$26.3K Hold
79
– – ﹤0.01% 1004
2025
Q2 		$29.6K Sell
79
-21
-21% -$7.36K ﹤0.01% 949
2025
Q1 		$32.7K Buy
100
+39
+64% +$13.6K ﹤0.01% 855
2024
Q4 		$19.9K Buy
61
+40
+190% +$11.8K ﹤0.01% 1010
2024
Q3 		$4.88K Hold
21
– – ﹤0.01% 1391
2024
Q2 		$5.87K Buy
21
+2
+11% +$543 ﹤0.01% 1264
2024
Q1 		$5.02K Sell
19
-4
-17% -$1.01K ﹤0.01% 1276
2023
Q4 		$5.24K Sell
23
-27
-54% -$6.07K ﹤0.01% 1231
2023
Q3 		$11.9K Buy
50
+41
+456% +$9.52K ﹤0.01% 946
2023
Q2 		$1.96K Buy
+9
New +$1.8K ﹤0.01% 1474
2022
Q4 		– Sell
-13
Closed -$3K – 1761
2022
Q3 		$3K Buy
13
+2
+18% +$425 ﹤0.01% 1102
2022
Q2 		$2K Sell
11
-6
-35% -$1.14K ﹤0.01% 1163
2022
Q1 		$3K Buy
17
+5
+42% +$871 ﹤0.01% 1061
2021
Q4 		$2K Hold
12
– – ﹤0.01% 1107
2021
Q3 		$2K Hold
12
– – ﹤0.01% 1064
2021
Q2 		$2K Buy
+12
New +$1.75K ﹤0.01% 1026
2020
Q3 		– Sell
-18
Closed -$1K – 786
2020
Q2 		$1K Buy
+18
New +$1.2K ﹤0.01% 699

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

MassMutual Private Wealth & Trust's LPLA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its LPL Financial (LPLA) stake by 13% in Q2 2026, selling an estimated $4.5K and leaving 103 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

MassMutual Private Wealth & Trust first reported a position in LPLA in Q2 2020 and has held it in 20 quarters since. The position peaked at $35.5K in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 103 shares of LPL Financial worth $29K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 15 LPL Financial shares in Q2 2026, an estimated $4.5K.
  • LPL Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #980 holding.
  • MassMutual Private Wealth & Trust first reported a position in LPL Financial in Q2 2020 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's LPL Financial position peaked at $35.5K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.