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 $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Securities's LPLA Position: Q2 2026 in Review

Two Sigma Securities increased its LPL Financial (LPLA) stake by 59% in Q2 2026, buying an estimated $759K and bringing the position to 6,789 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #117.

Two Sigma Securities first reported a position in LPLA in Q2 2017 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Two Sigma Securities held 6,789 shares of LPL Financial worth $1.91M as of Q2 2026.
Two Sigma Securities bought 2,530 LPL Financial shares in Q2 2026, an estimated $759K.
LPL Financial made up 0.16% of Two Sigma Securities's portfolio in Q2 2026, its #117 holding.
Two Sigma Securities first reported a position in LPL Financial in Q2 2017 and has held it in 13 quarters since.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Two Sigma Securities's 13F filing for Q2 2026, filed 14 Aug 2026.