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MV Capital Management’s LPL Financial LPLA Stock Holding History

MV 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
Q2 		$6.2K Buy
22
+7
+47% +$2.1K ﹤0.01% 606
2026
Q1 		$4.51K Buy
15
+1
+7% +$336 ﹤0.01% 641
2025
Q4 		$5K Hold
14
– – ﹤0.01% 606
2025
Q3 		$4.66K Hold
14
– – ﹤0.01% 614
2025
Q2 		$5.25K Sell
14
-1
-7% -$350 ﹤0.01% 603
2025
Q1 		$4.91K Hold
15
– – ﹤0.01% 615
2024
Q4 		$4.9K Buy
15
+5
+50% +$1.48K ﹤0.01% 610
2024
Q3 		$2.33K Buy
10
+4
+67% +$901 ﹤0.01% 688
2024
Q2 		$1.68K Buy
6
+3
+100% +$814 ﹤0.01% 665
2024
Q1 		$793 Sell
3
-4
-57% -$1.01K ﹤0.01% 694
2023
Q4 		$1.59K Buy
+7
New +$1.57K ﹤0.01% 650

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

MV Capital Management's LPLA Position: Q2 2026 in Review

MV Capital Management increased its LPL Financial (LPLA) stake by 47% in Q2 2026, buying an estimated $2.1K and bringing the position to 22 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

MV Capital Management first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MV Capital Management held 22 shares of LPL Financial worth $6.2K as of Q2 2026.
  • MV Capital Management bought 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
  • LPL Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #606 holding.
  • MV Capital Management first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.