Alyeska Investment Group
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Alyeska Investment Group’s LPL Financial LPLA Stock Holding History

Alyeska Investment Group’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 		$43.7M Sell
155,023
-415
-0.3% -$125K 0.11% 222
2026
Q1 		$46.8M Buy
+155,438
New +$52.2M 0.13% 201
2025
Q4 		– Sell
-69,477
Closed -$23.1M – 669
2025
Q3 		$23.1M Buy
+69,477
New +$25.2M 0.07% 272
2025
Q2 		– Sell
-228,371
Closed -$74.7M – 626
2025
Q1 		$74.7M Sell
228,371
-188,242
-45% -$65.5M 0.3% 93
2024
Q4 		$136M Buy
+416,613
New +$123M 0.51% 39
2023
Q4 		– Sell
-112,055
Closed -$26.6M – 602
2023
Q3 		$26.6M Buy
+112,055
New +$26M 0.18% 172
2022
Q1 		– Sell
-67,390
Closed -$10.8M – 631
2021
Q4 		$10.8M Buy
+67,390
New +$11.1M 0.12% 186
2014
Q2 		– Sell
-410,165
Closed -$21.6M – 430
2014
Q1 		$21.6M Sell
410,165
-9,835
-2% -$519K 0.59% 44
2013
Q4 		$19.8M Buy
420,000
+220,000
+110% +$9.23M 0.78% 27
2013
Q3 		$7.66M Buy
+200,000
New +$7.65M 0.31% 109

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

Alyeska Investment Group's LPLA Position: Q2 2026 in Review

Alyeska Investment Group reduced its LPL Financial (LPLA) stake by 0.27% in Q2 2026, selling an estimated $125K and leaving 155,023 shares worth $43.7M. The position accounts for 0.11% of the portfolio, ranked #222.

Alyeska Investment Group first reported a position in LPLA in Q3 2013 and has held it in 10 quarters since. The position peaked at $136M in Q4 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Alyeska Investment Group held 155,023 shares of LPL Financial worth $43.7M as of Q2 2026.
  • Alyeska Investment Group sold 415 LPL Financial shares in Q2 2026, an estimated $125K.
  • LPL Financial made up 0.11% of Alyeska Investment Group's portfolio in Q2 2026, its #222 holding.
  • Alyeska Investment Group first reported a position in LPL Financial in Q3 2013 and has held it in 10 quarters since.
  • Alyeska Investment Group's LPL Financial position peaked at $136M in Q4 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.