Squarepoint
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Squarepoint’s LPL Financial LPLA Stock Holding History

Squarepoint’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
Q1 		$13.5M Buy
44,900
+27,800
+163% +$9.33M 0.02% 920
2025
Q4 		$6.11M Buy
17,100
+10,700
+167% +$3.78M 0.01% 1333
2025
Q3 		$2.13M Buy
6,400
+3,300
+106% +$1.2M ﹤0.01% 2046
2025
Q2 		$1.16M Buy
+3,100
New +$1.09M ﹤0.01% 2529

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squarepoint's LPLA Position: Q1 2026 in Review

Squarepoint opened a new position in LPL Financial (LPLA) in Q1 2026: 20,456 shares worth $6.15M. The stake represents 0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Squarepoint previously reported a position in LPLA as recently as Q1 2025.

Squarepoint first reported a position in LPLA in Q4 2015 and has held it in 30 quarters since. The position peaked at $19.1M in Q4 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Squarepoint held 20,456 shares of LPL Financial worth $6.15M as of Q1 2026.
  • LPL Financial was a new Squarepoint position in Q1 2026.
  • LPL Financial made up 0.01% of Squarepoint's portfolio in Q1 2026, its #1352 holding.
  • Squarepoint first reported a position in LPL Financial in Q4 2015 and has held it in 30 quarters since.
  • Squarepoint's LPL Financial position peaked at $19.1M in Q4 2023.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.