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
2024 Q3	–	Sell	-71,000	Closed	-$19.8M	–	2980
2024 Q2	$19.8M	Buy	+71,000	New	+$19.3M	0.03%	609
2022 Q3	–	Sell	-23,200	Closed	-$4.28M	–	3083
2022 Q2	$4.28M	Buy	+23,200	New	+$4.41M	0.01%	1008
2022 Q1	–	Sell	-23,200	Closed	-$3.71M	–	2679
2021 Q4	$3.71M	Buy	+23,200	New	+$3.83M	0.01%	957
2021 Q2	–	Sell	-46,200	Closed	-$6.57M	–	2176
2021 Q1	$6.57M	Sell	46,200 -8,800	-16%	-$1.12M	0.03%	601
2020 Q4	$5.73M	Sell	55,000 -80,000	-59%	-$7.19M	0.03%	596
2020 Q3	$10.3M	Buy	135,000 +103,800	+333%	+$8.24M	0.08%	373
2020 Q2	$2.45M	Buy	+31,200	New	+$2.08M	0.02%	681
2019 Q3	–	Sell	-25,000	Closed	-$2.02M	–	1398
2019 Q2	$2.02M	Buy	+25,000	New	+$1.98M	0.01%	877
2019 Q1	–	Sell	-20,000	Closed	-$1.22M	–	1525
2018 Q4	$1.22M	Buy	+20,000	New	+$1.22M	0.01%	844
2016 Q2	–	Sell	-400,000	Closed	-$9.92M	–	1323
2016 Q1	$9.92M	Buy	+400,000	New	+$10.8M	0.06%	403

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.