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Eagle Rock Investment Company’s LPL Financial LPLA Stock Holding History

Eagle Rock Investment Company’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Sell
7,370
-10,530
-59% -$3.16M 0.26% 70
2026
Q1 		$5.38M Buy
17,900
+20
+0.1% +$6.71K 0.78% 37
2025
Q4 		$6.39M Sell
17,880
-51
-0.3% -$18K 0.9% 32
2025
Q3 		$5.97M Sell
17,931
-91
-0.5% -$33K 0.88% 31
2025
Q2 		$6.76M Sell
18,022
-37
-0.2% -$13K 1.07% 25
2025
Q1 		$5.91M Buy
18,059
+25
+0.1% +$8.71K 1.01% 27
2024
Q4 		$5.89M Sell
18,034
-17
-0.1% -$5.03K 0.98% 27
2024
Q3 		$4.2M Buy
18,051
+3,320
+23% +$748K 0.7% 41
2024
Q2 		$4.11M Sell
14,731
-382
-3% -$104K 0.74% 42
2024
Q1 		$3.99M Sell
15,113
-197
-1% -$49.7K 0.74% 40
2023
Q4 		$3.48M Sell
15,310
-90
-0.6% -$20.2K 0.71% 42
2023
Q3 		$3.66M Sell
15,400
-10,687
-41% -$2.48M 0.83% 36
2023
Q2 		$5.89M Buy
26,087
+2,173
+9% +$435K 1.27% 23
2023
Q1 		$4.84M Buy
23,914
+12,838
+116% +$2.93M 1.11% 27
2022
Q4 		$2.44M Sell
11,076
-31
-0.3% -$7.25K 0.56% 52
2022
Q3 		$2.43M Buy
11,107
+115
+1% +$24.5K 0.63% 49
2022
Q2 		$2.03M Sell
10,992
-84
-0.8% -$16K 0.5% 51
2022
Q1 		$2.02M Buy
+11,076
New +$1.93M 0.43% 54

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Eagle Rock Investment Company's LPLA Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its LPL Financial (LPLA) stake by 59% in Q2 2026, selling an estimated $3.16M and leaving 7,370 shares worth $2.08M. The position accounts for 0.26% of the portfolio, ranked #70.

Eagle Rock Investment Company first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.76M in Q2 2025. 164 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Eagle Rock Investment Company held 7,370 shares of LPL Financial worth $2.08M as of Q2 2026.
  • Eagle Rock Investment Company sold 10,530 LPL Financial shares in Q2 2026, an estimated $3.16M.
  • LPL Financial made up 0.26% of Eagle Rock Investment Company's portfolio in Q2 2026, its #70 holding.
  • Eagle Rock Investment Company first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Eagle Rock Investment Company's LPL Financial position peaked at $6.76M in Q2 2025.
  • 164 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.