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

Two Sigma Investments’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 		– Sell
-1,975
Closed -$663K – 4783
2025
Q4 		$705K Sell
1,975
-900
-31% -$318K ﹤0.01% 3135
2025
Q3 		$956K Sell
2,875
-3,816
-57% -$1.38M ﹤0.01% 2602
2025
Q2 		$2.51M Sell
6,691
-25
-0.4% -$8.76K ﹤0.01% 1673
2025
Q1 		$2.2M Sell
6,716
-5,214
-44% -$1.82M ﹤0.01% 1674
2024
Q4 		$3.9M Sell
11,930
-12,906
-52% -$3.82M 0.01% 1261
2024
Q3 		$5.78M Buy
24,836
+19,336
+352% +$4.36M 0.01% 1012
2024
Q2 		$1.54M Sell
5,500
-203
-4% -$55.1K ﹤0.01% 1734
2024
Q1 		$1.51M Buy
5,703
+1,003
+21% +$253K ﹤0.01% 1694
2023
Q4 		$1.07M Buy
4,700
+300
+7% +$67.4K ﹤0.01% 2032
2023
Q3 		$1.05M Hold
4,400
– – ﹤0.01% 1905
2023
Q2 		$957K Sell
4,400
-2,902
-40% -$581K ﹤0.01% 1968
2023
Q1 		$1.48M Buy
7,302
+3,202
+78% +$732K ﹤0.01% 1624
2022
Q4 		$886K Buy
+4,100
New +$958K ﹤0.01% 1757
2021
Q1 		– Sell
-11,313
Closed -$1.18M – 4064
2020
Q4 		$1.18M Sell
11,313
-9,811
-46% -$882K ﹤0.01% 1870
2020
Q3 		$1.62M Sell
21,124
-92,382
-81% -$7.34M 0.01% 1428
2020
Q2 		$8.9M Buy
+113,506
New +$7.58M 0.04% 432
2020
Q1 		– Sell
-28,810
Closed -$2.66M – 3523
2019
Q4 		$2.66M Buy
28,810
+24,564
+579% +$2.11M 0.01% 1366
2019
Q3 		$348K Sell
4,246
-141,272
-97% -$11.3M ﹤0.01% 2847
2019
Q2 		$11.9M Sell
145,518
-16,244
-10% -$1.29M 0.04% 525
2019
Q1 		$11.3M Buy
+161,762
New +$11.7M 0.04% 613
2018
Q4 		– Sell
-34,142
Closed -$2.08M – 3300
2018
Q3 		$2.2M Sell
34,142
-400,693
-92% -$26.6M 0.01% 1412
2018
Q2 		$28.5M Buy
434,835
+42,532
+11% +$2.8M 0.09% 306
2018
Q1 		$24M Buy
392,303
+127,156
+48% +$7.88M 0.08% 302
2017
Q4 		$15.2M Sell
265,147
-119,604
-31% -$6.29M 0.05% 446
2017
Q3 		$19.8M Buy
384,751
+116,318
+43% +$5.35M 0.07% 330
2017
Q2 		$11.4M Sell
268,433
-199,405
-43% -$8.09M 0.04% 478
2017
Q1 		$18.6M Sell
467,838
-66,351
-12% -$2.61M 0.06% 403
2016
Q4 		$18.8M Buy
+534,189
New +$18.7M 0.07% 327
2016
Q2 		– Sell
-70,342
Closed -$1.74M – 3072
2016
Q1 		$1.74M Buy
+70,342
New +$1.9M 0.01% 1264
2015
Q3 		– Sell
-506,422
Closed -$23.5M – 2489
2015
Q2 		$23.5M Buy
506,422
+410,635
+429% +$17.8M 0.11% 222
2015
Q1 		$4.2M Sell
95,787
-7,782
-8% -$344K 0.02% 796
2014
Q4 		$4.61M Buy
+103,569
New +$4.45M 0.03% 667
2014
Q3 		– Sell
-86,261
Closed -$4.29M – 1920
2014
Q2 		$4.29M Buy
86,261
+29,335
+52% +$1.42M 0.02% 753
2014
Q1 		$2.99M Sell
56,926
-148,938
-72% -$7.86M 0.02% 798
2013
Q4 		$9.68M Buy
205,864
+33,339
+19% +$1.4M 0.05% 440
2013
Q3 		$6.61M Sell
172,525
-1,314
-0.8% -$50.3K 0.04% 447
2013
Q2 		$6.57M Buy
+173,839
New +$6.22M 0.05% 450

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

Two Sigma Investments's LPLA Position: Q1 2026 in Review

Two Sigma Investments sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,975 shares — an estimated $663K sold.

Two Sigma Investments first reported a position in LPLA in Q2 2013 and held it in 37 quarters. The position peaked at $28.5M in Q2 2018. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Two Sigma Investments reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Investments sold 1,975 LPL Financial shares in Q1 2026, an estimated $663K.
  • Two Sigma Investments first reported a position in LPL Financial in Q2 2013 and held it in 37 quarters.
  • Two Sigma Investments's LPL Financial position peaked at $28.5M in Q2 2018.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.