Mercer Global Advisors
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Mercer Global Advisors’s LPL Financial LPLA Stock Holding History

Mercer Global Advisors’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
Q1 		$1.59M Buy
5,291
+764
+17% +$256K ﹤0.01% 1304
2025
Q4 		$1.62M Buy
4,527
+655
+17% +$232K ﹤0.01% 1215
2025
Q3 		$1.29M Buy
3,872
+915
+31% +$332K ﹤0.01% 1249
2025
Q2 		$1.11M Buy
2,957
+142
+5% +$49.8K ﹤0.01% 1165
2025
Q1 		$921K Sell
2,815
-119
-4% -$41.4K ﹤0.01% 1189
2024
Q4 		$958K Sell
2,934
-384
-12% -$114K ﹤0.01% 1137
2024
Q3 		$763K Sell
3,318
-604
-15% -$136K ﹤0.01% 1127
2024
Q2 		$1.45M Sell
3,922
-796
-17% -$216K ﹤0.01% 815
2024
Q1 		$1.25M Sell
4,718
-945
-17% -$239K ﹤0.01% 873
2023
Q4 		$1.29M Buy
5,663
+1,681
+42% +$378K ﹤0.01% 881
2023
Q3 		$946K Buy
3,982
+1,359
+52% +$316K ﹤0.01% 965
2023
Q2 		$570K Sell
2,623
-70
-3% -$14K ﹤0.01% 1172
2023
Q1 		$536K Sell
2,693
-151
-5% -$34.5K ﹤0.01% 1166
2022
Q4 		$615K Sell
2,844
-331
-10% -$77.4K ﹤0.01% 1118
2022
Q3 		$694K Buy
3,175
+42
+1% +$8.93K ﹤0.01% 1000
2022
Q2 		$578K Buy
3,133
+481
+18% +$91.3K ﹤0.01% 1074
2022
Q1 		$484K Buy
+2,652
New +$462K ﹤0.01% 1250

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mercer Global Advisors's LPLA Position: Q1 2026 in Review

Mercer Global Advisors increased its LPL Financial (LPLA) stake by 17% in Q1 2026, buying an estimated $256K and bringing the position to 5,291 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Mercer Global Advisors first reported a position in LPLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Mercer Global Advisors held 5,291 shares of LPL Financial worth $1.59M as of Q1 2026.
  • Mercer Global Advisors bought 764 LPL Financial shares in Q1 2026, an estimated $256K.
  • LPL Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1304 holding.
  • Mercer Global Advisors first reported a position in LPL Financial in Q1 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's LPL Financial position peaked at $1.62M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.