MV Capital Management
LPLA icon

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
Q3 		$6.73K Hold
22
– – ﹤0.01% 604
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MV Capital Management's LPLA Position: Q3 2026 in Review

MV Capital Management held its LPL Financial (LPLA) position steady in Q3 2026 at 22 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

MV Capital Management first reported a position in LPLA in Q4 2023 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • MV Capital Management held 22 shares of LPL Financial worth $6.73K as of Q3 2026.
  • MV Capital Management left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #604 holding.
  • MV Capital Management first reported a position in LPL Financial in Q4 2023 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.