MML Investors Services
LPLA icon

MML Investors Services’s LPL Financial LPLA Stock Holding History

MML Investors 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
Q2 		$4.53M Buy
16,070
+1,861
+13% +$559K 0.01% 1051
2026
Q1 		$4.27M Sell
14,209
-4,642
-25% -$1.56M 0.01% 893
2025
Q4 		$6.73M Buy
18,851
+302
+2% +$107K 0.02% 730
2025
Q3 		$6.17M Sell
18,549
-2,188
-11% -$793K 0.02% 732
2025
Q2 		$7.78M Buy
20,737
+635
+3% +$222K 0.02% 616
2025
Q1 		$6.58M Buy
20,102
+3,186
+19% +$1.11M 0.02% 626
2024
Q4 		$5.52M Buy
16,916
+1,727
+11% +$511K 0.02% 666
2024
Q3 		$3.53M Sell
15,189
-1,392
-8% -$314K 0.01% 831
2024
Q2 		$4.63M Sell
16,581
-1,472
-8% -$400K 0.02% 666
2024
Q1 		$4.77M Sell
18,053
-503
-3% -$127K 0.02% 657
2023
Q4 		$4.22M Sell
18,556
-3,280
-15% -$737K 0.02% 675
2023
Q3 		$5.19M Buy
21,836
+1,738
+9% +$404K 0.03% 525
2023
Q2 		$4.37M Buy
20,098
+2,555
+15% +$512K 0.02% 583
2023
Q1 		$3.55M Sell
17,543
-7,526
-30% -$1.72M 0.03% 573
2022
Q4 		$5.42M Buy
25,069
+3,537
+16% +$827K 0.04% 462
2022
Q3 		$4.7M Buy
21,532
+5,212
+32% +$1.11M 0.04% 453
2022
Q2 		$3.01M Buy
16,320
+10,800
+196% +$2.05M 0.02% 593
2022
Q1 		$1.01M Buy
5,520
+1,248
+29% +$217K 0.01% 1090
2021
Q4 		$684K Sell
4,272
-169
-4% -$27.9K ﹤0.01% 1237
2021
Q3 		$696K Sell
4,441
-830
-16% -$119K 0.01% 1197
2021
Q2 		$711K Buy
5,271
+1,353
+35% +$197K 0.01% 1159
2021
Q1 		$557K Buy
+3,918
New +$500K 0.01% 1207

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 $3.38T AUM 44.17% 1-Year Est. Return

MML Investors Services's LPLA Position: Q2 2026 in Review

MML Investors Services increased its LPL Financial (LPLA) stake by 13% in Q2 2026, buying an estimated $559K and bringing the position to 16,070 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #1051.

MML Investors Services first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.78M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MML Investors Services held 16,070 shares of LPL Financial worth $4.53M as of Q2 2026.
  • MML Investors Services bought 1,861 LPL Financial shares in Q2 2026, an estimated $559K.
  • LPL Financial made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1051 holding.
  • MML Investors Services first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • MML Investors Services's LPL Financial position peaked at $7.78M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.