Steven Cohen’s LPL Financial LPLA Stock Holding History

Steven Cohen’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	–	Sell	-700	Closed	-$211K	–	4342
2026 Q1	$211K	Sell	700 -1,000	-59%	-$336K	﹤0.01%	3499
2025 Q4	$607K	Buy	+1,700	New	+$601K	﹤0.01%	3146

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steven Cohen's LPLA Position: Q2 2026 in Review

Steven Cohen increased its LPL Financial (LPLA) stake by 902% in Q2 2026, buying an estimated $137M and bringing the position to 507,345 shares worth $143M. The position accounts for 0.16% of the portfolio, ranked #122.

Steven Cohen first reported a position in LPLA in Q1 2017 and has held it in 29 quarters since. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Steven Cohen held 507,345 shares of LPL Financial worth $143M as of Q2 2026.
Steven Cohen bought 456,702 LPL Financial shares in Q2 2026, an estimated $137M.
LPL Financial made up 0.16% of Steven Cohen's portfolio in Q2 2026, its #122 holding.
Steven Cohen first reported a position in LPL Financial in Q1 2017 and has held it in 29 quarters since.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.