Samlyn Capital’s LPL Financial LPLA Stock Holding History

Samlyn Capital’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
2019 Q4	–	Sell	-1,263,500	Closed	-$103M	–	119
2019 Q3	$103M	Buy	+1,263,500	New	+$101M	2.51%	10
2019 Q2	–	Sell	-346,300	Closed	-$24.1M	–	134
2019 Q1	$24.1M	Buy	+346,300	New	+$25M	0.57%	56
2018 Q3	–	Sell	-201,500	Closed	-$13.2M	–	146
2018 Q2	$13.2M	Buy	+201,500	New	+$13.2M	0.31%	92

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Samlyn Capital's LPLA Position: Q2 2026 in Review

Samlyn Capital increased its LPL Financial (LPLA) stake by 3.5% in Q2 2026, buying an estimated $24.7M and bringing the position to 2,405,639 shares worth $678M. The position accounts for 11.03% of the portfolio, ranked #1.

Samlyn Capital first reported a position in LPLA in Q4 2013 and has held it in 41 quarters since. The position peaked at $699M in Q1 2026. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Samlyn Capital held 2,405,639 shares of LPL Financial worth $678M as of Q2 2026.
Samlyn Capital bought 82,279 LPL Financial shares in Q2 2026, an estimated $24.7M.
LPL Financial made up 11.03% of Samlyn Capital's portfolio in Q2 2026, its #1 holding.
Samlyn Capital first reported a position in LPL Financial in Q4 2013 and has held it in 41 quarters since.
Samlyn Capital's LPL Financial position peaked at $699M in Q1 2026.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Samlyn Capital's 13F filing for Q2 2026, filed 14 Aug 2026.