MYIA
LPLA icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mount Yale Investment Advisors's LPLA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its LPL Financial (LPLA) stake by 69% in Q1 2026, buying an estimated $807K and bringing the position to 5,884 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #395.

Mount Yale Investment Advisors first reported a position in LPLA in Q1 2023 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Mount Yale Investment Advisors held 5,884 shares of LPL Financial worth $1.77M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,406 LPL Financial shares in Q1 2026, an estimated $807K.
  • LPL Financial made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #395 holding.
  • Mount Yale Investment Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 12 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.