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MFA Wealth Advisors’s LPL Financial LPLA Stock Holding History

MFA Wealth 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
2025
Q3 		– Sell
-969
Closed -$363K – 94
2025
Q2 		$363K Hold
969
– – 0.09% 76
2025
Q1 		$317K Sell
969
-83
-8% -$28.9K 0.08% 73
2024
Q4 		$343K Sell
1,052
-96
-8% -$28.4K 0.09% 63
2024
Q3 		$267K Buy
1,148
+43
+4% +$9.69K 0.06% 82
2024
Q2 		$309K Sell
1,105
-1,375
-55% -$373K 0.07% 79
2024
Q1 		$655K Buy
2,480
+115
+5% +$29K 0.17% 60
2023
Q4 		$538K Sell
2,365
-66
-3% -$14.8K 0.15% 60
2023
Q3 		$578K Buy
+2,431
New +$565K 0.18% 57

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MFA Wealth Advisors's LPLA Position: Q3 2025 in Review

MFA Wealth Advisors sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 969 shares — an estimated $363K sold.

MFA Wealth Advisors first reported a position in LPLA in Q3 2023 and held it in 8 quarters. The position peaked at $655K in Q1 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • MFA Wealth Advisors reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • MFA Wealth Advisors sold 969 LPL Financial shares in Q3 2025, an estimated $363K.
  • MFA Wealth Advisors first reported a position in LPL Financial in Q3 2023 and held it in 8 quarters.
  • MFA Wealth Advisors's LPL Financial position peaked at $655K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on MFA Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.