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Mather Group’s LPL Financial LPLA Stock Holding History

Mather Group’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 		$264K Buy
939
+23
+3% +$6.9K ﹤0.01% 717
2026
Q1 		$276K Hold
916
– – ﹤0.01% 646
2025
Q4 		$327K Hold
916
– – ﹤0.01% 506
2025
Q3 		$305K Hold
916
– – ﹤0.01% 518
2025
Q2 		$343K Sell
916
-3
-0.3% -$1.05K ﹤0.01% 467
2025
Q1 		$301K Buy
919
+3
+0.3% +$1.04K ﹤0.01% 485
2024
Q4 		$299K Buy
916
+36
+4% +$10.6K ﹤0.01% 465
2024
Q3 		$205K Sell
880
-12
-1% -$2.7K ﹤0.01% 564
2024
Q2 		$236K Buy
892
+12
+1% +$3.26K ﹤0.01% 580
2024
Q1 		$200K Hold
880
– – ﹤0.01% 528
2023
Q4 		$200K Hold
880
– – ﹤0.01% 545
2023
Q3 		$209K Buy
+880
New +$204K ﹤0.01% 515

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

Mather Group's LPLA Position: Q2 2026 in Review

Mather Group increased its LPL Financial (LPLA) stake by 2.5% in Q2 2026, buying an estimated $6.9K and bringing the position to 939 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Mather Group first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $343K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mather Group held 939 shares of LPL Financial worth $264K as of Q2 2026.
  • Mather Group bought 23 LPL Financial shares in Q2 2026, an estimated $6.9K.
  • LPL Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #717 holding.
  • Mather Group first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • Mather Group's LPL Financial position peaked at $343K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.