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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
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.