Mutual of America Capital Management’s LPL Financial LPLA Stock Holding History

Mutual of America Capital Management’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	$2.12M	Sell	7,057 -2,438	-26%	-$818K	0.02%	738
2025 Q4	$3.39M	Buy	9,495 +3,927	+71%	+$1.39M	0.04%	576
2025 Q3	$1.85M	Buy	5,568 +2,997	+117%	+$1.09M	0.02%	841
2025 Q2	$964K	Hold	2,571	–	–	0.01%	979
2025 Q1	$841K	Sell	2,571 -355	-12%	-$124K	0.01%	1018
2024 Q4	$955K	Sell	2,926 -1,462	-33%	-$432K	0.01%	1005
2024 Q3	$1.02M	Buy	4,388 +821	+23%	+$185K	0.01%	1029
2024 Q2	$996K	Buy	+3,567	New	+$968K	0.01%	1024

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mutual of America Capital Management's LPLA Position: Q1 2026 in Review

Mutual of America Capital Management reduced its LPL Financial (LPLA) stake by 26% in Q1 2026, selling an estimated $818K and leaving 7,057 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #738.

Mutual of America Capital Management first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.39M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Mutual of America Capital Management held 7,057 shares of LPL Financial worth $2.12M as of Q1 2026.
Mutual of America Capital Management sold 2,438 LPL Financial shares in Q1 2026, an estimated $818K.
LPL Financial made up 0.02% of Mutual of America Capital Management's portfolio in Q1 2026, its #738 holding.
Mutual of America Capital Management first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
Mutual of America Capital Management's LPL Financial position peaked at $3.39M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.