Steve Schonfeld’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.7M | Buy |
109,073
+19,311
| +22% | +$5.8M | 0.11% | 159 |
|
|
2026
Q1 | $27M | Buy |
89,762
+74,779
| +499% | +$25.1M | 0.19% | 94 |
|
|
2025
Q4 | $5.35M | Buy |
+14,983
| New | +$5.3M | 0.02% | 517 |
|
|
2025
Q3 | – | Sell |
-22,153
| Closed | -$8.31M | – | 2410 |
|
|
2025
Q2 | $8.31M | Buy |
22,153
+2,867
| +15% | +$1M | 0.06% | 394 |
|
|
2025
Q1 | $6.31M | Buy |
19,286
+1,182
| +7% | +$412K | 0.04% | 458 |
|
|
2024
Q4 | $5.91M | Sell |
18,104
-8,390
| -32% | -$2.48M | 0.03% | 449 |
|
|
2024
Q3 | $6.16M | Sell |
26,494
-22,873
| -46% | -$5.15M | 0.04% | 467 |
|
|
2024
Q2 | $13.8M | Buy |
49,367
+46,930
| +1,926% | +$12.7M | 0.09% | 260 |
|
|
2024
Q1 | $644K | Sell |
2,437
-25,000
| -91% | -$6.31M | ﹤0.01% | 1384 |
|
|
2023
Q4 | $6.25M | Buy |
27,437
+23,961
| +689% | +$5.39M | 0.04% | 461 |
|
|
2023
Q3 | $826K | Sell |
3,476
-46,148
| -93% | -$10.7M | 0.01% | 1072 |
|
|
2023
Q2 | $10.8M | Sell |
49,624
-18,344
| -27% | -$3.67M | 0.09% | 324 |
|
|
2023
Q1 | $13.8M | Buy |
67,968
+46,930
| +223% | +$10.7M | 0.13% | 218 |
|
|
2022
Q4 | $4.55M | Sell |
21,038
-3,998
| -16% | -$935K | 0.04% | 507 |
|
|
2022
Q3 | $5.47M | Buy |
+25,036
| New | +$5.32M | 0.05% | 501 |
|
|
2022
Q2 | – | Sell |
-32,237
| Closed | -$5.89M | – | 2789 |
|
|
2022
Q1 | $5.89M | Buy |
+32,237
| New | +$5.61M | 0.05% | 397 |
|
|
2021
Q4 | – | Sell |
-59,762
| Closed | -$9.37M | – | 2369 |
|
|
2021
Q3 | $9.37M | Buy |
59,762
+3,032
| +5% | +$436K | 0.1% | 273 |
|
|
2021
Q2 | $7.66M | Buy |
56,730
+12,765
| +29% | +$1.86M | 0.08% | 354 |
|
|
2021
Q1 | $6.25M | Buy |
+43,965
| New | +$5.61M | 0.08% | 353 |
|
|
2020
Q3 | – | Sell |
-52,210
| Closed | -$4.09M | – | 1528 |
|
|
2020
Q2 | $4.09M | Buy |
+52,210
| New | +$3.49M | 0.11% | 265 |
|
|
2020
Q1 | – | Sell |
-273,752
| Closed | -$25.3M | – | 1352 |
|
|
2019
Q4 | $25.3M | Sell |
273,752
-103,287
| -27% | -$8.86M | 0.62% | 31 |
|
|
2019
Q3 | $30.9M | Buy |
377,039
+374,250
| +13,419% | +$30M | 0.91% | 11 |
|
|
2019
Q2 | $227K | Buy |
+2,789
| New | +$221K | 0.01% | 855 |
|
|
2019
Q1 | – | Sell |
-42,500
| Closed | -$2.6M | – | 1146 |
|
|
2018
Q4 | $2.6M | Buy |
42,500
+22,800
| +116% | +$1.39M | 0.1% | 268 |
|
|
2018
Q3 | $1.27M | Buy |
+19,700
| New | +$1.31M | 0.06% | 377 |
|
|
2017
Q4 | – | Sell |
-4,084
| Closed | -$211K | – | 820 |
|
|
2017
Q3 | $211K | Sell |
4,084
-23,459
| -85% | -$1.08M | 0.02% | 510 |
|
|
2017
Q2 | $1.17M | Buy |
+27,543
| New | +$1.12M | 0.12% | 243 |
|
Other funds holding LPLA
JT
SC
Steve Schonfeld's LPLA Position: Q2 2026 in Review
Steve Schonfeld increased its LPL Financial (LPLA) stake by 22% in Q2 2026, buying an estimated $5.8M and bringing the position to 109,073 shares worth $30.7M. The position accounts for 0.11% of the portfolio, ranked #159.
Steve Schonfeld first reported a position in LPLA in Q2 2017 and has held it in 27 quarters since. The position peaked at $30.9M in Q3 2019. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Steve Schonfeld held 109,073 shares of LPL Financial worth $30.7M as of Q2 2026.
- Steve Schonfeld bought 19,311 LPL Financial shares in Q2 2026, an estimated $5.8M.
- LPL Financial made up 0.11% of Steve Schonfeld's portfolio in Q2 2026, its #159 holding.
- Steve Schonfeld first reported a position in LPL Financial in Q2 2017 and has held it in 27 quarters since.
- Steve Schonfeld's LPL Financial position peaked at $30.9M in Q3 2019.
- 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.