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MGO One Seven’s LPL Financial LPLA Stock Holding History

MGO One Seven’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 		$257K Sell
914
-46
-5% -$13.8K ﹤0.01% 1341
2026
Q1 		$289K Sell
960
-1
-0.1% -$336 0.01% 1148
2025
Q4 		$343K Sell
961
-3,288
-77% -$1.16M 0.01% 1055
2025
Q3 		$1.41M Buy
4,249
+435
+11% +$158K 0.03% 493
2025
Q2 		$1.43M Buy
+3,814
New +$1.34M 0.05% 412

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

MGO One Seven's LPLA Position: Q2 2026 in Review

MGO One Seven reduced its LPL Financial (LPLA) stake by 4.8% in Q2 2026, selling an estimated $13.8K and leaving 914 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

MGO One Seven first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MGO One Seven held 914 shares of LPL Financial worth $257K as of Q2 2026.
  • MGO One Seven sold 46 LPL Financial shares in Q2 2026, an estimated $13.8K.
  • LPL Financial made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1341 holding.
  • MGO One Seven first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • MGO One Seven's LPL Financial position peaked at $1.43M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.