EB
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Eastern Bank’s LPL Financial LPLA Stock Holding History

Eastern Bank’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 		$14.1K Hold
50
– – ﹤0.01% 823
2026
Q1 		$15K Sell
50
-36
-42% -$12.1K ﹤0.01% 777
2025
Q4 		$30.7K Hold
86
– – ﹤0.01% 654
2025
Q3 		$28.6K Buy
86
+36
+72% +$13K ﹤0.01% 664
2025
Q2 		$18.7K Hold
50
– – ﹤0.01% 688
2025
Q1 		$16.4K Hold
50
– – ﹤0.01% 722
2024
Q4 		$16.3K Hold
50
– – ﹤0.01% 721
2024
Q3 		$11.6K Buy
+50
New +$11.3K ﹤0.01% 748

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return