Mirae Asset Global Investments
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Mirae Asset Global Investments’s LPL Financial LPLA Stock Holding History

Mirae Asset Global Investments’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 		$3.24M Sell
11,512
-14
-0.1% -$4.2K ﹤0.01% 695
2026
Q1 		$3.47M Buy
11,526
+2,531
+28% +$849K ﹤0.01% 641
2025
Q4 		$3.21M Sell
8,995
-1,874
-17% -$663K 0.01% 676
2025
Q3 		$3.62M Buy
10,869
+2,297
+27% +$833K 0.01% 596
2025
Q2 		$3.21M Sell
8,572
-8,901
-51% -$3.12M 0.01% 579
2025
Q1 		$5.89M Buy
17,473
+9,240
+112% +$3.22M 0.02% 421
2024
Q4 		$2.69M Buy
8,233
+316
+4% +$93.4K 0.01% 575
2024
Q3 		$1.83M Sell
7,917
-2,396
-23% -$540K 0.01% 665
2024
Q2 		$2.85M Sell
10,313
-1,882
-15% -$511K 0.01% 489
2024
Q1 		$2.95M Buy
12,195
+1,519
+14% +$383K 0.01% 1034
2023
Q4 		$2.43M Sell
10,676
-118
-1% -$26.5K ﹤0.01% 1167
2023
Q3 		$2.57M Buy
10,794
+691
+7% +$160K 0.01% 1084
2023
Q2 		$2.2M Sell
10,103
-8,528
-46% -$1.71M ﹤0.01% 1168
2023
Q1 		$3.77M Buy
18,631
+2,463
+15% +$563K 0.01% 944
2022
Q4 		$3.5M Buy
16,168
+479
+3% +$112K 0.01% 936
2022
Q3 		$3.43M Buy
15,689
+5,501
+54% +$1.17M 0.01% 931
2022
Q2 		$1.78M Buy
+10,188
New +$1.93M ﹤0.01% 1176
2021
Q4 		– Sell
-7,531
Closed -$1.18M – 1676
2021
Q3 		$1.18M Buy
7,531
+807
+12% +$116K ﹤0.01% 1248
2021
Q2 		$908K Sell
6,724
-1,619
-19% -$235K ﹤0.01% 1290
2021
Q1 		$1.19M Buy
+8,343
New +$1.06M ﹤0.01% 1082

Other funds holding LPLA

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mirae Asset Global Investments's LPLA Position: Q2 2026 in Review

Mirae Asset Global Investments reduced its LPL Financial (LPLA) stake by 0.12% in Q2 2026, selling an estimated $4.2K and leaving 11,512 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Mirae Asset Global Investments first reported a position in LPLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.89M in Q1 2025. 396 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Mirae Asset Global Investments held 11,512 shares of LPL Financial worth $3.24M as of Q2 2026.
  • Mirae Asset Global Investments sold 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
  • LPL Financial made up ﹤0.01% of Mirae Asset Global Investments's portfolio in Q2 2026, its #695 holding.
  • Mirae Asset Global Investments first reported a position in LPL Financial in Q1 2021 and has held it in 20 quarters since.
  • Mirae Asset Global Investments's LPL Financial position peaked at $5.89M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mirae Asset Global Investments's 13F filing for Q2 2026, filed 22 Jul 2026.