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 		$602K Buy
+2,000
New +$671K ﹤0.01% 3614
2020
Q1 		– Sell
-8,700
Closed -$803K – 3524
2019
Q4 		$803K Sell
8,700
-3,900
-31% -$335K ﹤0.01% 2395
2019
Q3 		$1.03M Buy
12,600
+5,900
+88% +$472K ﹤0.01% 1966
2019
Q2 		$547K Buy
+6,700
New +$530K ﹤0.01% 2430
2019
Q1 		– Sell
-3,600
Closed -$220K – 3289
2018
Q4 		$220K Buy
+3,600
New +$219K ﹤0.01% 2658

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.