Mount Yale Investment Advisors’s LPL Financial LPLA Stock Holding History

Mount Yale Investment Advisors’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	$1.67M	Buy	5,927 +43	+0.7%	+$12.9K	0.03%	454
2026 Q1	$1.77M	Buy	5,884 +2,406	+69%	+$807K	0.04%	395
2025 Q4	$1.24M	Buy	3,478 +1,409	+68%	+$498K	0.06%	281
2025 Q3	$688K	Sell	2,069 -1,286	-38%	-$466K	0.05%	350
2025 Q2	$1.26M	Buy	3,355 +382	+13%	+$134K	0.1%	179
2025 Q1	$973K	Sell	2,973 -720	-19%	-$251K	0.08%	197
2024 Q4	$1.21M	Buy	3,693 +972	+36%	+$287K	0.1%	170
2024 Q3	$633K	Buy	2,721 +769	+39%	+$173K	0.06%	291
2024 Q2	$545K	Buy	1,952 +206	+12%	+$55.9K	0.04%	328
2024 Q1	$461K	Buy	+1,746	New	+$441K	0.04%	371
2023 Q4	–	Sell	-981	Closed	-$233K	–	525
2023 Q3	$233K	Sell	981 -5	-0.5%	-$1.16K	0.03%	447
2023 Q2	$214K	Sell	986 -443	-31%	-$88.7K	0.02%	454
2023 Q1	$289K	Buy	+1,429	New	+$327K	0.03%	387

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's LPLA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its LPL Financial (LPLA) stake by 0.73% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,927 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #454.

Mount Yale Investment Advisors first reported a position in LPLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Mount Yale Investment Advisors held 5,927 shares of LPL Financial worth $1.67M as of Q2 2026.
Mount Yale Investment Advisors bought 43 LPL Financial shares in Q2 2026, an estimated $12.9K.
LPL Financial made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #454 holding.
Mount Yale Investment Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 13 quarters since.
Mount Yale Investment Advisors's LPL Financial position peaked at $1.77M in Q1 2026.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.