Dmitry Balyasny’s LPL Financial LPLA Stock Holding History

Dmitry Balyasny’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
2023 Q2	–	Sell	-56,000	Closed	-$11.3M	–	2565
2023 Q1	$11.3M	Buy	+56,000	New	+$12.8M	0.03%	730
2018 Q4	–	Sell	-30,000	Closed	-$1.95M	–	1589
2018 Q3	$1.95M	Sell	30,000 -15,000	-33%	-$994K	0.01%	982
2018 Q2	$2.95M	Sell	45,000 -100,000	-69%	-$6.57M	0.01%	816
2018 Q1	$8.86M	Buy	145,000 +95,000	+190%	+$5.89M	0.04%	555
2017 Q4	$2.86M	Buy	+50,000	New	+$2.63M	0.01%	1038

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 $3.37T AUM 44.26% 1-Year Est. Return

Dmitry Balyasny's LPLA Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in LPL Financial (LPLA) in Q2 2026: 161,641 shares worth $45.5M. The stake represents 0.06% of the portfolio and ranks #395 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in LPLA as recently as Q1 2025.

Dmitry Balyasny first reported a position in LPLA in Q2 2013 and has held it in 32 quarters since. The position peaked at $154M in Q4 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Dmitry Balyasny held 161,641 shares of LPL Financial worth $45.5M as of Q2 2026.
LPL Financial was a new Dmitry Balyasny position in Q2 2026.
LPL Financial made up 0.06% of Dmitry Balyasny's portfolio in Q2 2026, its #395 holding.
Dmitry Balyasny first reported a position in LPL Financial in Q2 2013 and has held it in 32 quarters since.
Dmitry Balyasny's LPL Financial position peaked at $154M in Q4 2024.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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