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Mirabella Financial Services’s LPL Financial LPLA Stock Holding History

Mirabella 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
Q1 		– Sell
-1,511
Closed -$540K – 1066
2025
Q4 		$540K Buy
+1,511
New +$534K 0.05% 232
2024
Q2 		– Sell
-6,132
Closed -$1.62M – 585
2024
Q1 		$1.62M Buy
+6,132
New +$1.55M 0.12% 140
2022
Q2 		– Sell
-4,735
Closed -$865K – 611
2022
Q1 		$865K Buy
+4,735
New +$825K 0.1% 181
2021
Q1 		– Sell
-13,391
Closed -$1.4M – 361
2020
Q4 		$1.4M Buy
+13,391
New +$1.2M 0.17% 121

Other funds holding LPLA

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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

Mirabella Financial Services's LPLA Position: Q1 2026 in Review

Mirabella Financial Services sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,511 shares — an estimated $540K sold.

Mirabella Financial Services first reported a position in LPLA in Q4 2020 and held it in 4 quarters. The position peaked at $1.62M in Q1 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Mirabella Financial Services reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,511 LPL Financial shares in Q1 2026, an estimated $540K.
  • Mirabella Financial Services first reported a position in LPL Financial in Q4 2020 and held it in 4 quarters.
  • Mirabella Financial Services's LPL Financial position peaked at $1.62M in Q1 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.