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
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.7M |
+0.8% |
| $520.6M |
| 1.2% |
| $306.22 |
50 |
| 2025-Q4 | Decreased | 1.7M | -1.2% | $619.3M | 1.3% | $359.75 | 0 |
| 2025-Q3 | Increased | 1.7M | +0.7% | $593.7M | 1.2% | $340.33 | 50 |
| 2025-Q2 | Increased | 1.7M | +5.8% | $631.7M | 1.4% | $364.36 | 53 |
| 2025-Q1 | Decreased | 1.6M | -0.4% | $550.9M | 1.4% | $336.08 | 0 |
| 2024-Q4 | Decreased | 1.6M | -0.5% | $536.8M | 1.3% | $325.88 | 0 |
| 2024-Q3 | Decreased | 1.6M | -0.8% | $380.8M | 0.9% | $229.86 | 0 |
| 2024-Q2 | Decreased | 1.7M | -2.0% | $459.9M | 1.1% | $277.67 | 0 |