Twin Tree Management
LPLA icon

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
2025
Q2 		– Sell
-47,200
Closed -$15.4M – 1794
2025
Q1 		$15.4M Sell
47,200
-136,800
-74% -$47.6M 0.03% 520
2024
Q4 		$60.1M Buy
+184,000
New +$54.4M 0.11% 160
2024
Q2 		– Sell
-48,600
Closed -$12.8M – 1532
2024
Q1 		$12.8M Sell
48,600
-59,900
-55% -$15.1M 0.03% 558
2023
Q4 		$24.7M Sell
108,500
-59,300
-35% -$13.3M 0.05% 401
2023
Q3 		$39.9M Buy
167,800
+95,600
+132% +$22.2M 0.09% 208
2023
Q2 		$15.7M Buy
+72,200
New +$14.5M 0.02% 492

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

Twin Tree Management's LPLA Position: Q2 2026 in Review

Twin Tree Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 3,171 shares — an estimated $952K sold.

Twin Tree Management first reported a position in LPLA in Q2 2018 and held it in 12 quarters. The position peaked at $2.33M in Q1 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Twin Tree Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Tree Management sold 3,171 LPL Financial shares in Q2 2026, an estimated $952K.
  • Twin Tree Management first reported a position in LPL Financial in Q2 2018 and held it in 12 quarters.
  • Twin Tree Management's LPL Financial position peaked at $2.33M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.