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Laurion Capital Management’s LPL Financial LPLA Stock Holding History

Laurion 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 		$2.11M Hold
7,000
– – 0.09% 206
2025
Q4 		$2.5M Hold
7,000
– – 0.09% 98
2025
Q3 		$2.33M Buy
7,000
+354
+5% +$128K 0.04% 155
2025
Q2 		$2.49M Sell
6,646
-14,741
-69% -$5.16M 0.05% 156
2025
Q1 		$7M Buy
21,387
+12,500
+141% +$4.35M 0.18% 91
2024
Q4 		$2.9M Hold
8,887
– – 0.05% 172
2024
Q3 		$2.07M Buy
8,887
+592
+7% +$133K 0.03% 157
2024
Q2 		$2.32M Sell
8,295
-592
-7% -$161K 0.03% 215
2024
Q1 		$2.35M Hold
8,887
– – 0.02% 328
2023
Q4 		$2.02M Hold
8,887
– – 0.02% 295
2023
Q3 		$2.11M Hold
8,887
– – 0.01% 333
2023
Q2 		$1.93M Buy
8,887
+3,957
+80% +$792K 0.01% 318
2023
Q1 		$998K Sell
4,930
-3,070
-38% -$702K 0.01% 307
2022
Q4 		$1.73M Buy
+8,000
New +$1.87M 0.01% 313
2022
Q1 		– Sell
-13,594
Closed -$2.18M – 631
2021
Q4 		$2.18M Buy
+13,594
New +$2.24M 0.02% 269
2020
Q2 		– Sell
-24,061
Closed -$1.31M – 1050
2020
Q1 		$1.31M Buy
+24,061
New +$1.94M 0.01% 425
2017
Q4 		– Sell
-57,912
Closed -$2.99M – 1691
2017
Q3 		$2.99M Buy
+57,912
New +$2.66M 0.01% 642
2017
Q2 		– Sell
-550,866
Closed -$21.9M – 1757
2017
Q1 		$21.9M Sell
550,866
-1,257,734
-70% -$49.4M 0.16% 157
2016
Q4 		$63.7M Buy
+1,808,600
New +$63.2M 0.61% 32
2016
Q2 		– Sell
-142,450
Closed -$3.53M – 936
2016
Q1 		$3.53M Buy
+142,450
New +$3.85M 0.06% 277

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

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

Laurion Capital Management held its LPL Financial (LPLA) position steady in Q1 2026 at 7,000 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #206.

Laurion Capital Management first reported a position in LPLA in Q1 2016 and has held it in 20 quarters since. The position peaked at $63.7M in Q4 2016. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Laurion Capital Management held 7,000 shares of LPL Financial worth $2.11M as of Q1 2026.
  • Laurion Capital Management left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.09% of Laurion Capital Management's portfolio in Q1 2026, its #206 holding.
  • Laurion Capital Management first reported a position in LPL Financial in Q1 2016 and has held it in 20 quarters since.
  • Laurion Capital Management's LPL Financial position peaked at $63.7M in Q4 2016.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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