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Point72 (DIFC)’s LPL Financial LPLA Stock Holding History

Point72 (DIFC)’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
2025
Q1 		– Sell
-332
Closed -$108K – 1897
2024
Q4 		$108K Buy
+332
New +$98.2K ﹤0.01% 985
2024
Q3 		– Sell
-3,183
Closed -$889K – 1661
2024
Q2 		$889K Sell
3,183
-6,573
-67% -$1.78M 0.03% 533
2024
Q1 		$2.58M Buy
+9,756
New +$2.46M 0.08% 330

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 (DIFC)'s LPLA Position: Q1 2025 in Review

Point72 (DIFC) sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 332 shares — an estimated $108K sold.

Point72 (DIFC) first reported a position in LPLA in Q1 2024 and held it in 3 quarters. The position peaked at $2.58M in Q1 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Point72 (DIFC) reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Point72 (DIFC) sold 332 LPL Financial shares in Q1 2025, an estimated $108K.
  • Point72 (DIFC) first reported a position in LPL Financial in Q1 2024 and held it in 3 quarters.
  • Point72 (DIFC)'s LPL Financial position peaked at $2.58M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Point72 (DIFC)'s 13F filing for Q1 2025, filed 15 May 2025.