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EP Wealth Advisors’s LPL Financial LPLA Stock Holding History

EP Wealth Advisors’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
-813
Closed -$290K – 1553
2025
Q4 		$290K Buy
+813
New +$288K ﹤0.01% 1153
2025
Q2 		$351K Sell
935
-69
-7% -$24.2K ﹤0.01% 931
2025
Q1 		$328K Buy
1,004
+16
+2% +$5.57K ﹤0.01% 869
2024
Q4 		$323K Sell
988
-183
-16% -$54.1K ﹤0.01% 844
2024
Q3 		$272K Buy
1,171
+358
+44% +$80.7K ﹤0.01% 894
2024
Q2 		$227K Buy
+813
New +$221K ﹤0.01% 727
2022
Q3 		– Sell
-1,197
Closed -$221K – 501
2022
Q2 		$221K Buy
+1,197
New +$227K 0.01% 550

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
VPM
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
VCM
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EP Wealth Advisors's LPLA Position: Q1 2026 in Review

EP Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 813 shares — an estimated $290K sold.

EP Wealth Advisors first reported a position in LPLA in Q2 2022 and held it in 7 quarters. The position peaked at $351K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • EP Wealth Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 813 LPL Financial shares in Q1 2026, an estimated $290K.
  • EP Wealth Advisors first reported a position in LPL Financial in Q2 2022 and held it in 7 quarters.
  • EP Wealth Advisors's LPL Financial position peaked at $351K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.