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LPLA
Showing 8 of 16 quarters

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

WCM INVESTMENT MANAGEMENT, LLC holds 1.7M shares of LPLA (LPL FINL HLDGS INC), worth $520.6M as of 2026-Q1. The position was increased (+0.8% shares). LPLA represents 1.2% of WCM INVESTMENT MANAGEMENT, LLC's portfolio.

Current Value

$520.6M

Current Shares

1.7M

Total Value Change

+$60.8M

Total Shares Change

+70,677

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.7M
+0.8%
$520.6M1.2%$306.22
50
2025-Q4
Decreased
1.7M
-1.2%
$619.3M1.3%$359.75
0
2025-Q3
Increased
1.7M
+0.7%
$593.7M1.2%$340.33
50
2025-Q2
Increased
1.7M
+5.8%
$631.7M1.4%$364.36
53
2025-Q1
Decreased
1.6M
-0.4%
$550.9M1.4%$336.08
0
2024-Q4
Decreased
1.6M
-0.5%
$536.8M1.3%$325.88
0
2024-Q3
Decreased
1.6M
-0.8%
$380.8M0.9%$229.86
0
2024-Q2
Decreased
1.7M
-2.0%
$459.9M1.1%$277.67
0

Other major holders of LPLA: VANGUARD GROUP INC

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