Question 1

How many shares of LPLA does Epoch Investment Partners, Inc. own?

Accepted Answer

As of 2026-Q2, Epoch Investment Partners, Inc. holds 447,634 shares of LPLA (LPL FINANCIAL HOLDINGS INC).

Question 2

What is Epoch Investment Partners, Inc.'s LPLA position worth?

Accepted Answer

As of 2026-Q2, Epoch Investment Partners, Inc.'s LPLA position is worth $126.1M.

Question 3

Is Epoch Investment Partners, Inc. buying or selling LPLA?

Accepted Answer

In 2026-Q2, Epoch Investment Partners, Inc. increased their LPLA position (+9.6% change in shares).

Question 4

When did Epoch Investment Partners, Inc. first buy LPLA?

Accepted Answer

Based on available 13F filings, Epoch Investment Partners, Inc. first reported a position in LPLA in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	447,634	+9.6%	$126.1M	0.7%	$281.45	47
2026-Q1	Decreased	408,301	-11.7%	$122.8M	0.7%	$300.27	0
2025-Q4	Decreased	462,450	-4.2%	$165.2M	0.9%	$356.17	0
2025-Q3	Decreased	482,698	-16.7%	$160.6M	0.9%	$331.49	0
2025-Q2	Decreased	579,620	-1.0%	$217.3M	1.1%	$373.30	0
2025-Q1	Decreased	585,566	-19.3%	$191.6M	1.0%	$325.43	0
2024-Q4	Increased	725,572	+3.6%	$236.9M	1.1%	$324.49	50
2024-Q3	Increased	700,034	+8.3%	$162.8M	0.7%	$230.97	46