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ExodusPoint Capital Management’s LPL Financial LPLA Stock Holding History

ExodusPoint 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
Q1 		– Sell
-2,500
Closed -$893K – 1860
2025
Q4 		$893K Buy
+2,500
New +$884K 0.01% 1031
2025
Q3 		– Sell
-14,690
Closed -$5.51M – 1812
2025
Q2 		$5.51M Buy
+14,690
New +$5.15M 0.05% 404
2025
Q1 		– Sell
-135,475
Closed -$44.2M – 1773
2024
Q4 		$44.2M Buy
135,475
+70,940
+110% +$21M 0.3% 43
2024
Q3 		$15M Buy
64,535
+55,496
+614% +$12.5M 0.09% 173
2024
Q2 		$2.52M Buy
+9,039
New +$2.45M 0.02% 697
2023
Q4 		– Sell
-15,984
Closed -$3.8M – 1799
2023
Q3 		$3.8M Buy
15,984
+10,091
+171% +$2.34M 0.04% 448
2023
Q2 		$1.28M Sell
5,893
-18,841
-76% -$3.77M 0.01% 1001
2023
Q1 		$5.01M Sell
24,734
-4,328
-15% -$989K 0.04% 513
2022
Q4 		$6.28M Sell
29,062
-50,110
-63% -$11.7M 0.09% 295
2022
Q3 		$17.3M Buy
+79,172
New +$16.8M 0.23% 85
2022
Q2 		– Sell
-119,974
Closed -$21.9M – 2222
2022
Q1 		$21.9M Buy
119,974
+30,384
+34% +$5.29M 0.28% 61
2021
Q4 		$14.3M Sell
89,590
-12,052
-12% -$1.99M 0.15% 123
2021
Q3 		$15.9M Buy
101,642
+48,176
+90% +$6.92M 0.22% 101
2021
Q2 		$7.22M Buy
53,466
+32,550
+156% +$4.73M 0.08% 223
2021
Q1 		$2.97M Sell
20,916
-15,803
-43% -$2.02M 0.04% 432
2020
Q4 		$3.83M Buy
36,719
+16,957
+86% +$1.52M 0.04% 323
2020
Q3 		$1.51M Sell
19,762
-37,533
-66% -$2.98M 0.03% 499
2020
Q2 		$4.49M Buy
+57,295
New +$3.83M 0.12% 180
2019
Q3 		– Sell
-12,017
Closed -$980K – 1501
2019
Q2 		$980K Buy
+12,017
New +$951K 0.04% 256

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ExodusPoint Capital Management's LPLA Position: Q1 2026 in Review

ExodusPoint Capital Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 2,500 shares — an estimated $893K sold.

ExodusPoint Capital Management first reported a position in LPLA in Q2 2019 and held it in 19 quarters. The position peaked at $44.2M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • ExodusPoint Capital Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • ExodusPoint Capital Management sold 2,500 LPL Financial shares in Q1 2026, an estimated $893K.
  • ExodusPoint Capital Management first reported a position in LPL Financial in Q2 2019 and held it in 19 quarters.
  • ExodusPoint Capital Management's LPL Financial position peaked at $44.2M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.