Eastern Bank
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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
Q3 		$15.3K Hold
50
– – ﹤0.01% 858
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank's LPLA Position: Q3 2026 in Review

Eastern Bank held its LPL Financial (LPLA) position steady in Q3 2026 at 50 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Eastern Bank first reported a position in LPLA in Q3 2024 and has held it in 9 quarters since. The position peaked at $30.7K in Q4 2025. 152 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Eastern Bank held 50 shares of LPL Financial worth $15.3K as of Q3 2026.
  • Eastern Bank left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #858 holding.
  • Eastern Bank first reported a position in LPL Financial in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's LPL Financial position peaked at $30.7K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.