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LPLALPLA
17 quarters

Position history for WCM INVESTMENT MANAGEMENT, LLCWCM INVESTMENT MANAGEMENT, LLC's holdings in LPL FINL HLDGS INC

WCM INVESTMENT MANAGEMENT, LLC holds 1.8M shares of LPLA (LPL FINL HLDGS INC), worth $487.3M as of 2026-Q2. The position was increased (+4.4% shares). LPLA represents 0.9% of WCM INVESTMENT MANAGEMENT, LLC's portfolio.

Current Value

$487.3M

Current Shares

1.8M

Total Value Change

+$201.6M

Total Shares Change

+276,509

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+4.4%
$487.3M0.9%$281.45
46
2026-Q1
Increased
1.7M
+0.8%
$520.6M1.2%$300.27
50
2025-Q4
Decreased
1.7M
-1.2%
$619.3M1.3%$356.17
0
2025-Q3
Increased
1.7M
+0.7%
$593.7M1.2%$331.49
50
2025-Q2
Increased
1.7M
+5.8%
$631.7M1.4%$373.30
53
2025-Q1
Decreased
1.6M
-0.4%
$550.9M1.4%$325.43
0
2024-Q4
Decreased
1.6M
-0.5%
$536.8M1.3%$324.49
0
2024-Q3
Decreased
1.6M
-0.8%
$380.8M0.9%$230.97
0
2024-Q2
Decreased
1.7M
-2.0%
$459.9M1.1%$276.89
0
2024-Q1
Increased
1.7M
+0.1%
$448.4M1.1%$261.63
49
2023-Q4
Decreased
1.7M
-31.0%
$387.5M1.1%$225.15
0
2023-Q3
Increased
2.5M
+0.4%
$583.9M1.7%$234.75
50
2023-Q2
Decreased
2.4M
-0.7%
$532.2M1.6%$214.49
0
2023-Q1
Decreased
2.5M
-3.6%
$498.7M1.6%$199.35
0
2022-Q4
Increased
2.6M
+6.8%
$552.6M1.8%$212.63
53
2022-Q3
Increased
2.4M
+56.1%
$518.3M1.9%$214.71
70
2022-Q2
New
1.5M
-
$285.8M1.0%$181.09
71

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS

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