Two Sigma Securities’s LPL Financial LPLA Stock Holding History

Two Sigma Securities’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
2024 Q4	–	Sell	-3,300	Closed	-$768K	–	2531
2024 Q3	$768K	Buy	+3,300	New	+$744K	0.01%	1015
2024 Q2	–	Sell	-1,500	Closed	-$396K	–	3368
2024 Q1	$396K	Sell	1,500 -600	-29%	-$151K	﹤0.01%	1744
2023 Q4	$478K	Sell	2,100 -100	-5%	-$22.5K	﹤0.01%	1590
2023 Q3	$523K	Sell	2,200 -1,900	-46%	-$441K	0.01%	1504
2023 Q2	$891K	Sell	4,100 -3,700	-47%	-$741K	0.01%	1033
2023 Q1	$1.58M	Buy	7,800 +6,700	+609%	+$1.53M	0.03%	625
2022 Q4	$238K	Buy	+1,100	New	+$257K	0.01%	1771

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Two Sigma Securities increased its LPL Financial (LPLA) stake by 184% in Q1 2026, buying an estimated $926K and bringing the position to 4,259 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #159.

Two Sigma Securities first reported a position in LPLA in Q2 2017 and has held it in 12 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Two Sigma Securities held 4,259 shares of LPL Financial worth $1.28M as of Q1 2026.
Two Sigma Securities bought 2,760 LPL Financial shares in Q1 2026, an estimated $926K.
LPL Financial made up 0.15% of Two Sigma Securities's portfolio in Q1 2026, its #159 holding.
Two Sigma Securities first reported a position in LPL Financial in Q2 2017 and has held it in 12 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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