Brevan Howard Capital Management’s LPL Financial LPLA Stock Holding History

Brevan Howard 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	$5.43M	Buy	19,275 +13,013	+208%	+$3.91M	0.04%	307
2026 Q1	$1.88M	Sell	6,262 -14,321	-70%	-$4.81M	0.02%	586
2025 Q4	$7.35M	Buy	20,583 +13,385	+186%	+$4.73M	0.08%	157
2025 Q3	$2.39M	Buy	7,198 +2,881	+67%	+$1.04M	0.01%	482
2025 Q2	$1.62M	Sell	4,317 -1,024	-19%	-$359K	0.01%	836
2025 Q1	$1.75M	Sell	5,341 -12,566	-70%	-$4.38M	0.02%	334
2024 Q4	$5.85M	Sell	17,907 -11,894	-40%	-$3.52M	0.04%	125
2024 Q3	$6.93M	Buy	+29,801	New	+$6.72M	0.05%	93

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brevan Howard Capital Management's LPLA Position: Q2 2026 in Review

Brevan Howard Capital Management increased its LPL Financial (LPLA) stake by 208% in Q2 2026, buying an estimated $3.91M and bringing the position to 19,275 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #307.

Brevan Howard Capital Management first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.35M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Brevan Howard Capital Management held 19,275 shares of LPL Financial worth $5.43M as of Q2 2026.
Brevan Howard Capital Management bought 13,013 LPL Financial shares in Q2 2026, an estimated $3.91M.
LPL Financial made up 0.04% of Brevan Howard Capital Management's portfolio in Q2 2026, its #307 holding.
Brevan Howard Capital Management first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
Brevan Howard Capital Management's LPL Financial position peaked at $7.35M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.