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LPLALPLA
Showing 8 of 24 quarters

Position history for Epoch Investment Partners, Inc.Epoch Investment Partners, Inc.'s holdings in LPL FINANCIAL HOLDINGS INC

Epoch Investment Partners, Inc. holds 447,634 shares of LPLA (LPL FINANCIAL HOLDINGS INC), worth $126.1M as of 2026-Q2. The position was increased (+9.6% shares). LPLA represents 0.7% of Epoch Investment Partners, Inc.'s portfolio.

Current Value

$126.1M

Current Shares

447,634

Total Value Change

-$36.8M

Total Shares Change

-252,400

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
447,634
+9.6%
$126.1M0.7%$281.45
47
2026-Q1
Decreased
408,301
-11.7%
$122.8M0.7%$300.27
0
2025-Q4
Decreased
462,450
-4.2%
$165.2M0.9%$356.17
0
2025-Q3
Decreased
482,698
-16.7%
$160.6M0.9%$331.49
0
2025-Q2
Decreased
579,620
-1.0%
$217.3M1.1%$373.30
0
2025-Q1
Decreased
585,566
-19.3%
$191.6M1.0%$325.43
0
2024-Q4
Increased
725,572
+3.6%
$236.9M1.1%$324.49
50
2024-Q3
Increased
700,034
+8.3%
$162.8M0.7%$230.97
46

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS, Janus Henderson Group Ltd.

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