Squarepoint
LPLA icon

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
Q2 		$6.56M Sell
23,300
-21,600
-48% -$6.48M 0.01% 1373
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squarepoint's LPLA Position: Q2 2026 in Review

Squarepoint reduced its LPL Financial (LPLA) stake by 37% in Q2 2026, selling an estimated $2.3M and leaving 12,795 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Squarepoint first reported a position in LPLA in Q4 2015 and has held it in 31 quarters since. The position peaked at $19.1M in Q4 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Squarepoint held 12,795 shares of LPL Financial worth $3.6M as of Q2 2026.
  • Squarepoint sold 7,661 LPL Financial shares in Q2 2026, an estimated $2.3M.
  • LPL Financial made up ﹤0.01% of Squarepoint's portfolio in Q2 2026, its #1866 holding.
  • Squarepoint first reported a position in LPL Financial in Q4 2015 and has held it in 31 quarters since.
  • Squarepoint's LPL Financial position peaked at $19.1M in Q4 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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