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LPLA
Showing 8 of 23 quarters

Position history for Epoch Investment Partners, Inc.'s holdings in LPL FINL HLDGS INC

Epoch Investment Partners, Inc. holds 408,301 shares of LPLA (LPL FINL HLDGS INC), worth $122.8M as of 2026-Q1. The position was decreased (-11.7% shares). LPLA represents 0.7% of Epoch Investment Partners, Inc.'s portfolio.

Current Value

$122.8M

Current Shares

408,301

Total Value Change

-$57.7M

Total Shares Change

-238,039

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
408,301
-11.7%
$122.8M0.7%$306.22
0
2025-Q4
Decreased
462,450
-4.2%
$165.2M0.9%$359.75
0
2025-Q3
Decreased
482,698
-16.7%
$160.6M0.9%$340.33
0
2025-Q2
Decreased
579,620
-1.0%
$217.3M1.1%$364.36
0
2025-Q1
Decreased
585,566
-19.3%
$191.6M1.0%$336.08
0
2024-Q4
Increased
725,572
+3.6%
$236.9M1.1%$325.88
50
2024-Q3
Increased
700,034
+8.3%
$162.8M0.7%$229.86
46
2024-Q2
Decreased
646,340
-30.3%
$180.5M0.8%$277.67
0

Other major holders of LPLA: VANGUARD GROUP INC

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