Holocene Advisors
LPLA icon

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
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 0.25% 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 – 777
2023
Q3 		$104M Buy
436,086
+72,035
+20% +$16.7M 0.46% 69
2023
Q2 		$79.2M Buy
+364,051
New +$72.9M 0.35% 98
2020
Q3 		– Sell
-485,575
Closed -$38.1M – 741
2020
Q2 		$38.1M Buy
+485,575
New +$32.4M 0.35% 91

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Massachusetts Financial Services
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VPM
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Janus Henderson Group
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VCM
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Principal Financial Group
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SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return