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Capula Management’s LPL Financial LPLA Stock Holding History

Capula 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
2025
Q3 		– Sell
-1,600
Closed -$600K – 852
2025
Q2 		$600K Buy
+1,600
New +$561K 0.01% 220
2023
Q1 		– Sell
-3,370
Closed -$728K – 840
2022
Q4 		$728K Buy
+3,370
New +$788K 0.01% 521
2021
Q3 		– Sell
-2,676
Closed -$361K – 978
2021
Q2 		$361K Buy
+2,676
New +$389K 0.01% 531

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capula Management's LPLA Position: Q3 2025 in Review

Capula Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,600 shares — an estimated $600K sold.

Capula Management first reported a position in LPLA in Q2 2021 and held it in 3 quarters. The position peaked at $728K in Q4 2022. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Capula Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Capula Management sold 1,600 LPL Financial shares in Q3 2025, an estimated $600K.
  • Capula Management first reported a position in LPL Financial in Q2 2021 and held it in 3 quarters.
  • Capula Management's LPL Financial position peaked at $728K in Q4 2022.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Capula Management's 13F filing for Q3 2025, filed 14 Nov 2025.