Twin Tree Management’s LPL Financial LPLA Stock Holding History

Twin Tree Management’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	$954K	Buy	3,171 +2,568	+426%	+$862K	0.02%	751
2025 Q4	$215K	Buy	+603	New	+$213K	﹤0.01%	1241
2024 Q4	–	Sell	-2,124	Closed	-$628K	–	1768
2024 Q3	$494K	Buy	+2,124	New	+$479K	﹤0.01%	1295
2024 Q1	–	Sell	-10,014	Closed	-$2.53M	–	1461
2023 Q4	$2.28M	Buy	+10,014	New	+$2.25M	﹤0.01%	1038
2022 Q3	–	Sell	-3,516	Closed	-$649K	–	1520
2022 Q2	$649K	Sell	3,516 -9,212	-72%	-$1.75M	﹤0.01%	1259
2022 Q1	$2.33M	Buy	+12,728	New	+$2.22M	﹤0.01%	1135
2021 Q3	–	Sell	-855	Closed	-$115K	–	1691
2021 Q2	$115K	Buy	855 +833	+3,786%	+$121K	﹤0.01%	1216
2021 Q1	$3K	Buy	+22	New	+$2.81K	﹤0.01%	1288
2020 Q3	–	Sell	-1,051	Closed	-$82K	–	1453
2020 Q2	$82K	Buy	+1,051	New	+$70.2K	﹤0.01%	1293
2019 Q4	–	Sell	-1,590	Closed	-$130K	–	1370
2019 Q3	$130K	Buy	1,590 +905	+132%	+$72.4K	﹤0.01%	997
2019 Q2	$56K	Buy	+685	New	+$54.2K	﹤0.01%	1022
2018 Q3	–	Sell	-1,334	Closed	-$87K	–	1195
2018 Q2	$87K	Buy	+1,334	New	+$87.7K	﹤0.01%	1044

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Twin Tree Management's LPLA Position: Q1 2026 in Review

Twin Tree Management increased its LPL Financial (LPLA) stake by 426% in Q1 2026, buying an estimated $862K and bringing the position to 3,171 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #751.

Twin Tree Management first reported a position in LPLA in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.33M in Q1 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Twin Tree Management held 3,171 shares of LPL Financial worth $954K as of Q1 2026.
Twin Tree Management bought 2,568 LPL Financial shares in Q1 2026, an estimated $862K.
LPL Financial made up 0.02% of Twin Tree Management's portfolio in Q1 2026, its #751 holding.
Twin Tree Management first reported a position in LPL Financial in Q2 2018 and has held it in 12 quarters since.
Twin Tree Management's LPL Financial position peaked at $2.33M in Q1 2022.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.