CCM
LPLA icon

Cinctive Capital Management’s LPL Financial LPLA Stock Holding History

Cinctive 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 		– Sell
-13,611
Closed -$4.09M – 499
2026
Q1 		$4.09M Buy
+13,611
New +$4.57M 0.27% 131
2025
Q4 		– Sell
-27,180
Closed -$9.04M – 465
2025
Q3 		$9.04M Buy
27,180
+17,967
+195% +$6.51M 0.43% 70
2025
Q2 		$3.45M Sell
9,213
-23,371
-72% -$8.19M 0.18% 164
2025
Q1 		$10.7M Sell
32,584
-36,117
-53% -$12.6M 0.82% 26
2024
Q4 		$22.4M Buy
68,701
+35,843
+109% +$10.6M 1.14% 12
2024
Q3 		$7.64M Sell
32,858
-7,508
-19% -$1.69M 0.42% 81
2024
Q2 		$11.3M Buy
+40,366
New +$11M 0.54% 45
2023
Q4 		– Sell
-22,589
Closed -$5.37M – 451
2023
Q3 		$5.37M Buy
22,589
+14,967
+196% +$3.48M 0.27% 128
2023
Q2 		$1.66M Buy
+7,622
New +$1.53M 0.06% 275
2023
Q1 		– Sell
-76,111
Closed -$16.5M – 472
2022
Q4 		$16.5M Buy
+76,111
New +$17.8M 0.8% 22
2022
Q3 		– Sell
-4,824
Closed -$890K – 552
2022
Q2 		$890K Buy
+4,824
New +$916K 0.04% 411
2022
Q1 		– Sell
-46,630
Closed -$7.46M – 599
2021
Q4 		$7.46M Buy
+46,630
New +$7.7M 0.33% 99

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

Cinctive Capital Management's LPLA Position: Q2 2026 in Review

Cinctive Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 13,611 shares — an estimated $4.09M sold.

Cinctive Capital Management first reported a position in LPLA in Q4 2021 and held it in 12 quarters. The position peaked at $22.4M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cinctive Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Cinctive Capital Management sold 13,611 LPL Financial shares in Q2 2026, an estimated $4.09M.
  • Cinctive Capital Management first reported a position in LPL Financial in Q4 2021 and held it in 12 quarters.
  • Cinctive Capital Management's LPL Financial position peaked at $22.4M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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