Hudson Bay Capital Management
LPLA icon

Hudson Bay Capital Management’s LPL Financial LPLA Stock Holding History

Hudson Bay 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
Q2 		$38.9M Buy
138,214
+2,890
+2% +$867K 0.11% 145
2026
Q1 		$40.7M Buy
135,324
+55,227
+69% +$18.5M 0.14% 125
2025
Q4 		$28.6M Sell
80,097
-19,021
-19% -$6.73M 0.09% 183
2025
Q3 		$33M Buy
99,118
+7,042
+8% +$2.55M 0.11% 158
2025
Q2 		$34.5M Sell
92,076
-160,503
-64% -$56.2M 0.12% 137
2025
Q1 		$82.6M Buy
252,579
+66,644
+36% +$23.2M 0.25% 92
2024
Q4 		$60.7M Buy
185,935
+96,988
+109% +$28.7M 0.21% 103
2024
Q3 		$20.7M Buy
+88,947
New +$20M 0.08% 169
2023
Q4 		– Sell
-50,000
Closed -$11.9M – 820
2023
Q3 		$11.9M Buy
50,000
+15,000
+43% +$3.48M 0.09% 142
2023
Q2 		$7.61M Sell
35,000
-15,000
-30% -$3M 0.06% 219
2023
Q1 		$10.1M Buy
+50,000
New +$11.4M 0.08% 168
2022
Q3 		– Sell
-40,000
Closed -$7.38M – 1295
2022
Q2 		$7.38M Buy
+40,000
New +$7.6M 0.06% 275
2021
Q2 		– Sell
-70,000
Closed -$9.95M – 989
2021
Q1 		$9.95M Buy
70,000
+20,000
+40% +$2.55M 0.12% 119
2020
Q4 		$5.21M Sell
50,000
-35,000
-41% -$3.15M 0.06% 219
2020
Q3 		$6.52M Sell
85,000
-40,000
-32% -$3.18M 0.1% 190
2020
Q2 		$9.8M Buy
+125,000
New +$8.35M 0.17% 100
2020
Q1 		– Sell
-50,000
Closed -$4.61M – 552
2019
Q4 		$4.61M Buy
+50,000
New +$4.29M 0.1% 183
2019
Q1 		– Sell
-91,067
Closed -$5.56M – 811
2018
Q4 		$5.56M Buy
+91,067
New +$5.55M 0.07% 258
2018
Q3 		– Sell
-111,302
Closed -$7.29M – 822
2018
Q2 		$7.29M Sell
111,302
-35,509
-24% -$2.33M 0.1% 191
2018
Q1 		$8.97M Sell
146,811
-136,230
-48% -$8.44M 0.19% 132
2017
Q4 		$16.2M Buy
+283,041
New +$14.9M 0.35% 43

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hudson Bay Capital Management's LPLA Position: Q2 2026 in Review

Hudson Bay Capital Management increased its LPL Financial (LPLA) stake by 2.1% in Q2 2026, buying an estimated $867K and bringing the position to 138,214 shares worth $38.9M. The position accounts for 0.11% of the portfolio, ranked #145.

Hudson Bay Capital Management first reported a position in LPLA in Q4 2017 and has held it in 21 quarters since. The position peaked at $82.6M in Q1 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Hudson Bay Capital Management held 138,214 shares of LPL Financial worth $38.9M as of Q2 2026.
  • Hudson Bay Capital Management bought 2,890 LPL Financial shares in Q2 2026, an estimated $867K.
  • LPL Financial made up 0.11% of Hudson Bay Capital Management's portfolio in Q2 2026, its #145 holding.
  • Hudson Bay Capital Management first reported a position in LPL Financial in Q4 2017 and has held it in 21 quarters since.
  • Hudson Bay Capital Management's LPL Financial position peaked at $82.6M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.