William Mack & Associates
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William Mack & Associates’s LPL Financial LPLA Stock Holding History

William Mack & Associates’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 		$918 Buy
+3
New +$1.02K ﹤0.01% 744

Other funds holding LPLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

William Mack & Associates's LPLA Position: Q3 2026 in Review

William Mack & Associates opened a new position in LPL Financial (LPLA) in Q3 2026: 3 shares worth $918. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

643 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • William Mack & Associates held 3 shares of LPL Financial worth $918 as of Q3 2026.
  • LPL Financial was a new William Mack & Associates position in Q3 2026.
  • LPL Financial made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #744 holding.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.