SS
LPLA icon

Steve Schonfeld’s LPL Financial LPLA Stock Holding History

Steve Schonfeld’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
2024
Q4 		– Sell
-78,500
Closed -$18.3M – 2229
2024
Q3 		$18.3M Buy
+78,500
New +$17.7M 0.12% 160
2023
Q1 		– Sell
-13,800
Closed -$33.5K – 2391
2022
Q4 		$33.5K Buy
+13,800
New +$3.23M ﹤0.01% 2287

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

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.