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Cubist Systematic Strategies’s LPL Financial LPLA Stock Holding History

Cubist Systematic Strategies’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 		$1.03M Buy
3,100
+1,200
+63% +$435K ﹤0.01% 1935
2025
Q2 		$712K Sell
1,900
-3,600
-65% -$1.26M ﹤0.01% 2100
2025
Q1 		$1.8M Buy
5,500
+700
+15% +$244K 0.01% 1494
2024
Q4 		$1.57M Sell
4,800
-7,300
-60% -$2.16M 0.01% 1527
2024
Q3 		$2.81M Buy
+12,100
New +$2.73M 0.02% 1217
2023
Q4 		– Sell
-1,900
Closed -$452K – 3866
2023
Q3 		$452K Sell
1,900
-500
-21% -$116K ﹤0.01% 2371
2023
Q2 		$522K Buy
2,400
+1,400
+140% +$280K ﹤0.01% 2370
2023
Q1 		$202K Hold
1,000
– – ﹤0.01% 3221
2022
Q4 		$216K Hold
1,000
– – ﹤0.01% 3534
2022
Q3 		$218K Buy
+1,000
New +$213K ﹤0.01% 3708

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cubist Systematic Strategies's LPLA Position: Q4 2024 in Review

Cubist Systematic Strategies sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 7,779 shares — an estimated $2.3M sold.

Cubist Systematic Strategies first reported a position in LPLA in Q3 2014 and held it in 35 quarters. The position peaked at $12.8M in Q1 2024. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Cubist Systematic Strategies reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Cubist Systematic Strategies sold 7,779 LPL Financial shares in Q4 2024, an estimated $2.3M.
  • Cubist Systematic Strategies first reported a position in LPL Financial in Q3 2014 and held it in 35 quarters.
  • Cubist Systematic Strategies's LPL Financial position peaked at $12.8M in Q1 2024.
  • 725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Cubist Systematic Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.