Castle Hook Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$115M Buy
+406,916
New +$122M 0.53% 30
2025
Q3
Sell
-4,046
Closed -$1.52M 84
2025
Q2
$1.52M Buy
+4,046
New +$1.42M 0.01% 61
2025
Q1
Sell
-76,135
Closed -$24.9M 46
2024
Q4
$24.9M Buy
+76,135
New +$22.5M 0.31% 36
2024
Q3
Sell
-207,774
Closed -$58M 54
2024
Q2
$58M Buy
207,774
+76,137
+58% +$20.7M 1.37% 22
2024
Q1
$34.8M Buy
+131,637
New +$33.2M 0.98% 30

Other funds holding LPLA

Castle Hook Partners's LPLA Position: Q2 2026 in Review

Castle Hook Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 406,916 shares worth $115M. The stake represents 0.53% of the portfolio and ranks #30 among its holdings. This is a return to the name: Castle Hook Partners previously reported a position in LPLA as recently as Q2 2025.

Castle Hook Partners first reported a position in LPLA in Q1 2024 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Castle Hook Partners held 406,916 shares of LPL Financial worth $115M as of Q2 2026.
  • LPL Financial was a new Castle Hook Partners position in Q2 2026.
  • LPL Financial made up 0.53% of Castle Hook Partners's portfolio in Q2 2026, its #30 holding.
  • Castle Hook Partners first reported a position in LPL Financial in Q1 2024 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Castle Hook Partners's 13F filing for Q2 2026, filed 14 Aug 2026.