Two Sigma Advisers
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Two Sigma Advisers’s LPL Financial LPLA Stock Holding History

Two Sigma Advisers’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
Q4 		– Sell
-900
Closed -$299K – 2499
2025
Q3 		$299K Buy
+900
New +$326K ﹤0.01% 1989
2023
Q2 		– Sell
-3,100
Closed -$627K – 2545
2023
Q1 		$627K Sell
3,100
-7,700
-71% -$1.76M ﹤0.01% 1848
2022
Q4 		$2.33M Sell
10,800
-1,200
-10% -$281K 0.01% 1149
2022
Q3 		$2.62M Sell
12,000
-3,400
-22% -$723K 0.01% 1040
2022
Q2 		$2.84M Sell
15,400
-17,200
-53% -$3.27M 0.01% 1035
2022
Q1 		$5.96M Sell
32,600
-13,100
-29% -$2.28M 0.02% 731
2021
Q4 		$7.32M Buy
45,700
+1,100
+2% +$182K 0.02% 617
2021
Q3 		$6.99M Sell
44,600
-6,600
-13% -$948K 0.02% 640
2021
Q2 		$6.91M Sell
51,200
-21,900
-30% -$3.18M 0.02% 712
2021
Q1 		$10.4M Sell
73,100
-80,289
-52% -$10.2M 0.03% 560
2020
Q4 		$16M Sell
153,389
-17,500
-10% -$1.57M 0.04% 406
2020
Q3 		$13.1M Buy
170,889
+26,739
+19% +$2.12M 0.04% 447
2020
Q2 		$11.3M Buy
144,150
+54,100
+60% +$3.62M 0.03% 506
2020
Q1 		$4.9M Sell
90,050
-7,800
-8% -$629K 0.02% 719
2019
Q4 		$9.03M Buy
97,850
+22,323
+30% +$1.92M 0.02% 628
2019
Q3 		$6.19M Sell
75,527
-205,200
-73% -$16.4M 0.02% 692
2019
Q2 		$22.9M Sell
280,727
-21,600
-7% -$1.71M 0.06% 364
2019
Q1 		$21.1M Sell
302,327
-9,300
-3% -$670K 0.05% 401
2018
Q4 		$19M Sell
311,627
-65,400
-17% -$3.99M 0.05% 392
2018
Q3 		$24.3M Sell
377,027
-166,700
-31% -$11.1M 0.06% 337
2018
Q2 		$35.6M Buy
543,727
+141,200
+35% +$9.28M 0.1% 257
2018
Q1 		$24.6M Buy
402,527
+28,600
+8% +$1.77M 0.07% 356
2017
Q4 		$21.4M Sell
373,927
-230,000
-38% -$12.1M 0.06% 383
2017
Q3 		$31.1M Buy
603,927
+89,000
+17% +$4.1M 0.09% 269
2017
Q2 		$21.9M Buy
514,927
+19,000
+4% +$771K 0.07% 322
2017
Q1 		$19.8M Buy
495,927
+319,756
+182% +$12.6M 0.06% 367
2016
Q4 		$6.2M Buy
176,171
+132,221
+301% +$4.62M 0.02% 642
2016
Q3 		$1.31M Sell
43,950
-89,100
-67% -$2.41M 0.01% 1218
2016
Q2 		$3M Buy
133,050
+79,700
+149% +$2M 0.02% 717
2016
Q1 		$1.32M Buy
+53,350
New +$1.44M 0.01% 1000
2015
Q3 		– Sell
-160,250
Closed -$7.45M – 1902
2015
Q2 		$7.45M Buy
160,250
+149,400
+1,377% +$6.46M 0.06% 373
2015
Q1 		$476K Sell
10,850
-500
-4% -$22.1K ﹤0.01% 1366
2014
Q4 		$506K Buy
11,350
+100
+0.9% +$4.3K ﹤0.01% 1611
2014
Q3 		$518K Sell
11,250
-1,500
-12% -$72.3K ﹤0.01% 1514
2014
Q2 		$634K Buy
12,750
+3,500
+38% +$170K 0.01% 1495
2014
Q1 		$486K Sell
9,250
-29,000
-76% -$1.53M ﹤0.01% 1588
2013
Q4 		$1.8M Buy
38,250
+16,100
+73% +$676K 0.02% 799
2013
Q3 		$848K Buy
22,150
+6,800
+44% +$260K 0.01% 1051
2013
Q2 		$580K Buy
+15,350
New +$549K 0.01% 1225

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Two Sigma Advisers's LPLA Position: Q4 2025 in Review

Two Sigma Advisers sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 900 shares — an estimated $299K sold.

Two Sigma Advisers first reported a position in LPLA in Q2 2013 and held it in 39 quarters. The position peaked at $35.6M in Q2 2018. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Two Sigma Advisers reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 900 LPL Financial shares in Q4 2025, an estimated $299K.
  • Two Sigma Advisers first reported a position in LPL Financial in Q2 2013 and held it in 39 quarters.
  • Two Sigma Advisers's LPL Financial position peaked at $35.6M in Q2 2018.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Two Sigma Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.