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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
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 		$9.95M 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 		$9.73M Buy
29,800
+700
+2% +$207K 0.07% 263
2024
Q3 		$6.77M Sell
29,100
-600
-2% -$135K 0.05% 334
2024
Q2 		$8.29M Sell
29,700
-900
-3% -$244K 0.06% 276
2024
Q1 		$8.09M 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 		$7.97M 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 		$9.57M 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

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

MN Services Vermogensbeheer's LPLA Position: Q2 2026 in Review

MN Services Vermogensbeheer reduced its LPL Financial (LPLA) stake by 25% in Q2 2026, selling an estimated $2.31M and leaving 23,042 shares worth $6.49M. The position accounts for 0.05% of the portfolio, ranked #311.

MN Services Vermogensbeheer first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.2M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MN Services Vermogensbeheer held 23,042 shares of LPL Financial worth $6.49M as of Q2 2026.
  • MN Services Vermogensbeheer sold 7,700 LPL Financial shares in Q2 2026, an estimated $2.31M.
  • LPL Financial made up 0.05% of MN Services Vermogensbeheer's portfolio in Q2 2026, its #311 holding.
  • MN Services Vermogensbeheer first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • MN Services Vermogensbeheer's LPL Financial position peaked at $11.2M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MN Services Vermogensbeheer's 13F filing for Q2 2026, filed 31 Jul 2026.