Eminence Capital’s LPL Financial LPLA Stock Holding History

Eminence Capital’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 Q1	–	Sell	-441,845	Closed	-$158M	–	41
2025 Q4	$158M	Sell	441,845 -145,779	-25%	-$51.6M	2.5%	18
2025 Q3	$195M	Buy	587,624 +36,032	+7%	+$13.1M	2.87%	17
2025 Q2	$207M	Buy	551,592 +28,479	+5%	+$9.98M	3.05%	11
2025 Q1	$171M	Sell	523,113 -35,534	-6%	-$12.4M	2.86%	12
2024 Q4	$182M	Sell	558,647 -519,462	-48%	-$154M	2.79%	11
2024 Q3	$251M	Buy	1,078,109 +408,858	+61%	+$92.1M	3.81%	3
2024 Q2	$187M	Sell	669,251 -66,615	-9%	-$18.1M	3.01%	8
2024 Q1	$194M	Sell	735,866 -63,891	-8%	-$16.1M	3.57%	8
2023 Q4	$182M	Buy	799,757 +101,159	+14%	+$22.7M	3.55%	7
2023 Q3	$166M	Sell	698,598 -85,627	-11%	-$19.9M	3.29%	4
2023 Q2	$171M	Buy	784,225 +66,106	+9%	+$13.2M	3.06%	6
2023 Q1	$145M	Buy	718,119 +280,540	+64%	+$64.1M	2.45%	10
2022 Q4	$94.6M	Buy	437,579 +208,440	+91%	+$48.7M	1.76%	23
2022 Q3	$50.1M	Buy	229,139 +4,242	+2%	+$902K	1.07%	45
2022 Q2	$41.5M	Buy	+224,897	New	+$42.7M	0.82%	48

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return