MN Services Vermogensbeheer
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MN Services Vermogensbeheer’s LPL Financial LPLA Stock Holding History

MN Services Vermogensbeheer’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
Q3 		$7.05M Hold
23,042
– – 0.05% 287
2026
Q2 		$6.49M Sell
23,042
-7,700
-25% -$2.31M 0.05% 311
2026
Q1 		$9.25M Hold
30,742
– – 0.06% 268
2025
Q4 		$11M Buy
30,742
+842
+3% +$298K 0.07% 244
2025
Q3 		$9.9M Hold
29,900
– – 0.06% 258
2025
Q2 		$11.2M Buy
29,900
+2,400
+9% +$841K 0.08% 245
2025
Q1 		$9M Sell
27,500
-2,300
-8% -$801K 0.07% 261
2024
Q4 		$9.7M Buy
29,800
+700
+2% +$207K 0.07% 263
2024
Q3 		$6.77M Sell
29,100
-600
-2% -$135K 0.05% 334
2024
Q2 		$8.3M Sell
29,700
-900
-3% -$244K 0.06% 276
2024
Q1 		$8.08M Sell
30,600
-6,700
-18% -$1.69M 0.06% 299
2023
Q4 		$8.49M Sell
37,300
-100
-0.3% -$22.5K 0.08% 273
2023
Q3 		$8.89M Hold
37,400
– – 0.09% 251
2023
Q2 		$8.13M Sell
37,400
-2,000
-5% -$400K 0.08% 281
2023
Q1 		$7.98M Buy
39,400
+1,200
+3% +$274K 0.08% 269
2022
Q4 		$8.26M Sell
38,200
-5,600
-13% -$1.31M 0.09% 260
2022
Q3 		$9.6M Sell
43,800
-3,300
-7% -$702K 0.1% 240
2022
Q2 		$8.69M Buy
+47,100
New +$8.95M 0.08% 280

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

MN Services Vermogensbeheer's LPLA Position: Q3 2026 in Review

MN Services Vermogensbeheer held its LPL Financial (LPLA) position steady in Q3 2026 at 23,042 shares worth $7.05M. The position accounts for 0.05% of the portfolio, ranked #287.

MN Services Vermogensbeheer first reported a position in LPLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2025. 116 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • MN Services Vermogensbeheer held 23,042 shares of LPL Financial worth $7.05M as of Q3 2026.
  • MN Services Vermogensbeheer left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up 0.05% of MN Services Vermogensbeheer's portfolio in Q3 2026, its #287 holding.
  • MN Services Vermogensbeheer first reported a position in LPL Financial in Q2 2022 and has held it in 18 quarters since.
  • MN Services Vermogensbeheer's LPL Financial position peaked at $11.2M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on MN Services Vermogensbeheer's 13F filing for Q3 2026, filed 8 Oct 2026.