Balyasny Asset Management’s LPL Financial LPLA Stock Holding History

Balyasny Asset 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
2023 Q2	–	Sell	-56,000	Closed	-$11.3M	–	2565
2023 Q1	$11.3M	Buy	+56,000	New	+$12.8M	0.03%	730
2018 Q4	–	Sell	-30,000	Closed	-$1.95M	–	1589
2018 Q3	$1.95M	Sell	30,000 -15,000	-33%	-$994K	0.01%	982
2018 Q2	$2.95M	Sell	45,000 -100,000	-69%	-$6.57M	0.01%	816
2018 Q1	$8.86M	Buy	145,000 +95,000	+190%	+$5.89M	0.04%	555
2017 Q4	$2.86M	Buy	+50,000	New	+$2.63M	0.01%	1038

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's LPLA Position: Q2 2025 in Review

Balyasny Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,711 shares — an estimated $560K sold.

Balyasny Asset Management first reported a position in LPLA in Q2 2013 and held it in 31 quarters. The position peaked at $154M in Q4 2024. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Balyasny Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Balyasny Asset Management sold 1,711 LPL Financial shares in Q2 2025, an estimated $560K.
Balyasny Asset Management first reported a position in LPL Financial in Q2 2013 and held it in 31 quarters.
Balyasny Asset Management's LPL Financial position peaked at $154M in Q4 2024.
800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.