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Soros Fund Management’s LPL Financial LPLA Stock Holding History

Soros Fund Management’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
-125,000
Closed -$40.9M – 240
2025
Q1 		$40.9M Buy
+125,000
New +$43.5M 0.61% 47
2023
Q4 		– Sell
-134,495
Closed -$32M – 250
2023
Q3 		$32M Hold
134,495
– – 0.45% 57
2023
Q2 		$29.2M Sell
134,495
-42,400
-24% -$8.49M 0.46% 62
2023
Q1 		$35.8M Buy
176,895
+5,325
+3% +$1.22M 0.55% 53
2022
Q4 		$37.1M Sell
171,570
-12,461
-7% -$2.91M 0.51% 54
2022
Q3 		$40.2M Sell
184,031
-9,800
-5% -$2.08M 0.69% 39
2022
Q2 		$35.8M Hold
193,831
– – 0.64% 42
2022
Q1 		$35.4M Sell
193,831
-11,600
-6% -$2.02M 0.54% 35
2021
Q4 		$32.9M Hold
205,431
– – 0.45% 37
2021
Q3 		$32.2M Buy
205,431
+493
+0.2% +$70.8K 0.59% 35
2021
Q2 		$27.7M Sell
204,938
-34,600
-14% -$5.03M 0.47% 48
2021
Q1 		$34.1M Sell
239,538
-24,385
-9% -$3.11M 0.64% 36
2020
Q4 		$27.5M Sell
263,923
-57,624
-18% -$5.18M 0.52% 34
2020
Q3 		$24.7M Sell
321,547
-156,675
-33% -$12.4M 0.6% 34
2020
Q2 		$37.5M Hold
478,222
– – 0.84% 24
2020
Q1 		$26M Hold
478,222
– – 1.32% 16
2019
Q4 		$44.1M Sell
478,222
-33,194
-6% -$2.85M 1.43% 14
2019
Q3 		$41.9M Sell
511,416
-25,283
-5% -$2.02M 1.16% 14
2019
Q2 		$43.8M Sell
536,699
-35,272
-6% -$2.79M 1.03% 15
2019
Q1 		$39.8M Hold
571,971
– – 0.92% 20
2018
Q4 		$34.9M Hold
571,971
– – 1.06% 16
2018
Q3 		$36.9M Hold
571,971
– – 0.81% 23
2018
Q2 		$37.5M Buy
571,971
+295,171
+107% +$19.4M 0.6% 31
2018
Q1 		$16.9M Buy
276,800
+128,700
+87% +$7.98M 0.27% 84
2017
Q4 		$8.46M Buy
+148,100
New +$7.79M 0.19% 87

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Soros Fund Management's LPLA Position: Q2 2025 in Review

Soros Fund Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 125,000 shares — an estimated $40.9M sold.

Soros Fund Management first reported a position in LPLA in Q4 2017 and held it in 25 quarters. The position peaked at $44.1M in Q4 2019. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Soros Fund Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Soros Fund Management sold 125,000 LPL Financial shares in Q2 2025, an estimated $40.9M.
  • Soros Fund Management first reported a position in LPL Financial in Q4 2017 and held it in 25 quarters.
  • Soros Fund Management's LPL Financial position peaked at $44.1M in Q4 2019.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Soros Fund Management's 13F filing for Q2 2025, filed 14 Aug 2025.