EB
LPLA icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eastern Bank's LPLA Position: Q2 2026 in Review

Eastern Bank held its LPL Financial (LPLA) position steady in Q2 2026 at 50 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Eastern Bank first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.7K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Eastern Bank held 50 shares of LPL Financial worth $14.1K as of Q2 2026.
  • Eastern Bank left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #823 holding.
  • Eastern Bank first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's LPL Financial position peaked at $30.7K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.