Holocene Advisors’s LPL Financial LPLA Stock Holding History

Holocene Advisors’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	$130M	Buy	462,479 +44,832	+11%	+$13.5M	0.29%	89
2026 Q1	$126M	Buy	417,647 +55,283	+15%	+$18.5M	0.3%	91
2025 Q4	$129M	Buy	362,364 +63,491	+21%	+$22.5M	0.27%	104
2025 Q3	$99.4M	Buy	298,873 +30,425	+11%	+$11M	0.23%	116
2025 Q2	$101M	Sell	268,448 -66,523	-20%	-$23.3M	0.25%	109
2025 Q1	$110M	Buy	334,971 +101,806	+44%	+$35.4M	0.32%	97
2024 Q4	$76.1M	Sell	233,165 -45,618	-16%	-$13.5M	0.24%	122
2024 Q3	$64.9M	Buy	278,783 +56,825	+26%	+$12.8M	0.26%	123
2024 Q2	$62M	Buy	+221,958	New	+$60.2M	0.26%	117
2023 Q4	–	Sell	-436,086	Closed	-$104M	–	776
2023 Q3	$104M	Buy	436,086 +72,035	+20%	+$16.7M	0.45%	69
2023 Q2	$79.2M	Buy	+364,051	New	+$72.9M	0.34%	98
2020 Q3	–	Sell	-485,575	Closed	-$38.1M	–	728
2020 Q2	$38.1M	Buy	+485,575	New	+$32.4M	0.33%	91

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 $3.38T AUM 44.17% 1-Year Est. Return

Holocene Advisors's LPLA Position: Q2 2026 in Review

Holocene Advisors increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $13.5M and bringing the position to 462,479 shares worth $130M. The position accounts for 0.29% of the portfolio, ranked #89.

Holocene Advisors first reported a position in LPLA in Q2 2020 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Holocene Advisors held 462,479 shares of LPL Financial worth $130M as of Q2 2026.
Holocene Advisors bought 44,832 LPL Financial shares in Q2 2026, an estimated $13.5M.
LPL Financial made up 0.29% of Holocene Advisors's portfolio in Q2 2026, its #89 holding.
Holocene Advisors first reported a position in LPL Financial in Q2 2020 and has held it in 12 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.