Exited position

George Soros’s Lpl Finl Hldgs Inc (LPLA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares571.97KHighest verified quarter-end share count
Quarters reported25Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Lpl Finl Hldgs Inc in Q4 2017. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Soros Fund Management sold the entire position in Q2 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Sold the entire position−125.00K shares · No shares reported at quarter-end
Q1 2025
New position+125.00K shares · 125.00K shares reported
Filing context

Quarter-end price $327.14 · Estimated holding basis $327.14

Q4 2023
Sold the entire position−134.50K shares · No shares reported at quarter-end
Q2 2023
Sold 24.0% of the position−42.40K shares · 134.50K shares remained
Filing context

Quarter-end price $217.43 · Estimated holding basis $66.79

Q1 2023
Bought 3.1% more+5.33K shares · 176.90K shares reported after the change
Filing context

Quarter-end price $202.40 · Estimated holding basis $66.79

Q4 2022
Sold 6.8% of the position−12.46K shares · 171.57K shares remained
Filing context

Quarter-end price $216.17 · Estimated holding basis $62.58

8 unchanged quarters are collapsed by default.

Portfolio importance

How important was Lpl Finl Hldgs Inc in Soros Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.7%Q1 2025
Last reported rank#39of 189 reported positions
Peak portfolio weight1.5%Q4 2019
Best historical rank#13Q3 2019
At peak importanceQ4 2019
LPLA
1.5%
Largest holding
23.9%
Cross-investor discovery

Who else owns Lpl Finl Hldgs Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
LPLA0.0% of reported portfolio
Explore Lpl Finl Hldgs Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$329.942026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.