Polar Asset Management Partners’s LPL Financial LPLA Stock Holding History

Polar Asset Management Partners’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	$1.05M	Sell	3,736 -5,180	-58%	-$1.55M	0.02%	470
2026 Q1	$2.68M	Buy	+8,916	New	+$2.99M	0.05%	306

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polar Asset Management Partners's LPLA Position: Q2 2026 in Review

Polar Asset Management Partners reduced its LPL Financial (LPLA) stake by 58% in Q2 2026, selling an estimated $1.55M and leaving 3,736 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #470.

Polar Asset Management Partners first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.68M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Polar Asset Management Partners held 3,736 shares of LPL Financial worth $1.05M as of Q2 2026.
Polar Asset Management Partners sold 5,180 LPL Financial shares in Q2 2026, an estimated $1.55M.
LPL Financial made up 0.02% of Polar Asset Management Partners's portfolio in Q2 2026, its #470 holding.
Polar Asset Management Partners first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
Polar Asset Management Partners's LPL Financial position peaked at $2.68M in Q1 2026.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.