Mawer Investment Management
LPLA icon

Mawer Investment Management’s LPL Financial LPLA Stock Holding History

Mawer Investment Management’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 		$18.1M Buy
64,243
+15,520
+32% +$4.66M 0.12% 91
2026
Q1 		$14.7M Sell
48,723
-883
-2% -$296K 0.09% 91
2025
Q4 		$17.7M Sell
49,606
-3,084
-6% -$1.09M 0.1% 83
2025
Q3 		$17.5M Sell
52,690
-294
-0.6% -$107K 0.09% 86
2025
Q2 		$19.9M Sell
52,984
-1,942
-4% -$680K 0.1% 87
2025
Q1 		$18M Sell
54,926
-3,084
-5% -$1.07M 0.09% 83
2024
Q4 		$18.9M Buy
58,010
+14,994
+35% +$4.43M 0.09% 81
2024
Q3 		$10M Buy
43,016
+1,341
+3% +$302K 0.05% 92
2024
Q2 		$11.6M Buy
41,675
+12,049
+41% +$3.27M 0.06% 88
2024
Q1 		$7.83M Buy
29,626
+14,799
+100% +$3.74M 0.04% 91
2023
Q4 		$3.37M Buy
+14,827
New +$3.33M 0.02% 91

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 $3.38T AUM 44.17% 1-Year Est. Return

Mawer Investment Management's LPLA Position: Q2 2026 in Review

Mawer Investment Management increased its LPL Financial (LPLA) stake by 32% in Q2 2026, buying an estimated $4.66M and bringing the position to 64,243 shares worth $18.1M. The position accounts for 0.12% of the portfolio, ranked #91.

Mawer Investment Management first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.9M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mawer Investment Management held 64,243 shares of LPL Financial worth $18.1M as of Q2 2026.
  • Mawer Investment Management bought 15,520 LPL Financial shares in Q2 2026, an estimated $4.66M.
  • LPL Financial made up 0.12% of Mawer Investment Management's portfolio in Q2 2026, its #91 holding.
  • Mawer Investment Management first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Mawer Investment Management's LPL Financial position peaked at $19.9M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.