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Paul Tudor Jones’s LPL Financial LPLA Stock Holding History

Paul Tudor Jones’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 		$310K Sell
1,100
-400
-27% -$120K ﹤0.01% 3102
2026
Q1 		$451K Sell
1,500
-100
-6% -$33.6K ﹤0.01% 2885
2025
Q4 		$571K Buy
+1,600
New +$566K ﹤0.01% 2650
2025
Q1 		– Sell
-3,200
Closed -$1.04M – 3382
2024
Q4 		$1.04M Sell
3,200
-2,600
-45% -$769K ﹤0.01% 1698
2024
Q3 		$1.35M Buy
+5,800
New +$1.31M ﹤0.01% 1443
2022
Q4 		– Sell
-1,100
Closed -$241K – 2659
2022
Q3 		$241K Buy
+1,100
New +$234K 0.01% 1938

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 $3.37T AUM 44.26% 1-Year Est. Return

Paul Tudor Jones's LPLA Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in LPL Financial (LPLA) in Q2 2026: 9,632 shares worth $2.71M. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in LPLA as recently as Q1 2025.

Paul Tudor Jones first reported a position in LPLA in Q2 2013 and has held it in 25 quarters since. The position peaked at $26.5M in Q2 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Paul Tudor Jones held 9,632 shares of LPL Financial worth $2.71M as of Q2 2026.
  • LPL Financial was a new Paul Tudor Jones position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Paul Tudor Jones's portfolio in Q2 2026, its #1735 holding.
  • Paul Tudor Jones first reported a position in LPL Financial in Q2 2013 and has held it in 25 quarters since.
  • Paul Tudor Jones's LPL Financial position peaked at $26.5M in Q2 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.