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Mattson Financial Services’s LPL Financial LPLA Stock Holding History

Mattson Financial Services’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 		$620K Buy
1,874
+228
+14% +$68.4K 0.13% 137
2026
Q1 		$495K Buy
1,646
+637
+63% +$214K 0.12% 143
2025
Q4 		$360K Buy
1,009
+351
+53% +$124K 0.08% 155
2025
Q3 		$219K Buy
+658
New +$239K 0.05% 178
2025
Q2 		– Sell
-594
Closed -$194K – 273
2025
Q1 		$194K Buy
594
+78
+15% +$27.2K 0.06% 144
2024
Q4 		$120K Sell
516
-1,074
-68% -$318K 0.04% 146
2024
Q3 		$444K Sell
1,590
-22
-1% -$4.96K 0.16% 131
2024
Q2 		$450K Buy
+1,612
New +$438K 0.16% 131

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

Mattson Financial Services's LPLA Position: Q2 2026 in Review

Mattson Financial Services increased its LPL Financial (LPLA) stake by 14% in Q2 2026, buying an estimated $68.4K and bringing the position to 1,874 shares worth $620K. The position accounts for 0.13% of the portfolio, ranked #137.

Mattson Financial Services first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mattson Financial Services held 1,874 shares of LPL Financial worth $620K as of Q2 2026.
  • Mattson Financial Services bought 228 LPL Financial shares in Q2 2026, an estimated $68.4K.
  • LPL Financial made up 0.13% of Mattson Financial Services's portfolio in Q2 2026, its #137 holding.
  • Mattson Financial Services first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.