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Point72 Europe’s LPL Financial LPLA Stock Holding History

Point72 Europe’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
Q2 		– Sell
-19,996
Closed -$6.54M – 183
2025
Q1 		$6.54M Sell
19,996
-11,000
-35% -$3.83M 0.45% 74
2024
Q4 		$10.1M Sell
30,996
-6,280
-17% -$1.86M 0.58% 53
2024
Q3 		$8.67M Buy
37,276
+17,676
+90% +$3.98M 0.55% 52
2024
Q2 		$5.47M Buy
+19,600
New +$5.32M 0.45% 73
2024
Q1 		– Sell
-31,332
Closed -$7.13M – 292
2023
Q4 		$7.13M Buy
31,332
+10,756
+52% +$2.42M 0.89% 36
2023
Q3 		$4.89M Sell
20,576
-19,100
-48% -$4.44M 0.3% 61
2023
Q2 		$8.63M Buy
39,676
+18,700
+89% +$3.74M 1.13% 29
2023
Q1 		$4.25M Sell
20,976
-29,000
-58% -$6.63M 0.93% 29
2022
Q4 		$10.8M Buy
49,976
+29,300
+142% +$6.85M 2.73% 13
2022
Q3 		$4.52M Sell
20,676
-18,000
-47% -$3.83M 0.69% 33
2022
Q2 		$7.13M Sell
38,676
-27,900
-42% -$5.3M 1.51% 25
2022
Q1 		$12.2M Buy
66,576
+3,276
+5% +$570K 2.08% 10
2021
Q4 		$10.1M Sell
63,300
-5,000
-7% -$825K 4.63% 6
2021
Q3 		$10.7M Buy
68,300
+36,100
+112% +$5.19M 5.41% 3
2021
Q2 		$4.35M Buy
32,200
+2,500
+8% +$364K 3% 15
2021
Q1 		$4.22M Sell
29,700
-31,800
-52% -$4.06M 2.67% 16
2020
Q4 		$6.41M Buy
+61,500
New +$5.53M 3.88% 11
2020
Q3 		– Sell
-74,652
Closed -$5.85M – 34
2020
Q2 		$5.85M Buy
74,652
+15,626
+26% +$1.04M 6.72% 5
2020
Q1 		$3.21M Buy
+59,026
New +$4.76M 5.58% 7

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Europe's LPLA Position: Q2 2025 in Review

Point72 Europe sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 19,996 shares — an estimated $6.54M sold.

Point72 Europe first reported a position in LPLA in Q1 2020 and held it in 19 quarters. The position peaked at $12.2M in Q1 2022. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Point72 Europe reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Point72 Europe sold 19,996 LPL Financial shares in Q2 2025, an estimated $6.54M.
  • Point72 Europe first reported a position in LPL Financial in Q1 2020 and held it in 19 quarters.
  • Point72 Europe's LPL Financial position peaked at $12.2M in Q1 2022.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Point72 Europe's 13F filing for Q2 2025, filed 14 Aug 2025.