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Epoch Investment Partners’s LPL Financial LPLA Stock Holding History

Epoch Investment Partners’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 		$126M Buy
447,634
+39,333
+10% +$11.8M 0.72% 38
2026
Q1 		$123M Sell
408,301
-54,149
-12% -$18.2M 0.74% 37
2025
Q4 		$165M Sell
462,450
-20,248
-4% -$7.16M 0.94% 24
2025
Q3 		$161M Sell
482,698
-96,922
-17% -$35.1M 0.88% 27
2025
Q2 		$217M Sell
579,620
-5,946
-1% -$2.08M 1.12% 15
2025
Q1 		$192M Sell
585,566
-140,006
-19% -$48.8M 0.99% 19
2024
Q4 		$237M Buy
725,572
+25,538
+4% +$7.55M 1.15% 13
2024
Q3 		$163M Buy
700,034
+53,694
+8% +$12.1M 0.73% 35
2024
Q2 		$181M Sell
646,340
-281,029
-30% -$76.3M 0.82% 28
2024
Q1 		$245M Buy
927,369
+153,072
+20% +$38.6M 1.09% 8
2023
Q4 		$176M Buy
774,297
+364,597
+89% +$82M 0.8% 21
2023
Q3 		$97.4M Sell
409,700
-10,857
-3% -$2.52M 0.62% 46
2023
Q2 		$91.4M Buy
420,557
+233,145
+124% +$46.7M 0.53% 55
2023
Q1 		$37.9M Sell
187,412
-2,687
-1% -$614K 0.23% 152
2022
Q4 		$41.1M Sell
190,099
-102,365
-35% -$23.9M 0.25% 142
2022
Q3 		$63.9M Sell
292,464
-42,854
-13% -$9.11M 0.42% 80
2022
Q2 		$61.9M Buy
335,318
+2,782
+0.8% +$528K 0.36% 96
2022
Q1 		$60.7M Sell
332,536
-43,308
-12% -$7.54M 0.3% 113
2021
Q4 		$60.2M Sell
375,844
-21,989
-6% -$3.63M 0.31% 114
2021
Q3 		$62.4M Buy
397,833
+11,678
+3% +$1.68M 0.35% 96
2021
Q2 		$52.1M Buy
386,155
+6,663
+2% +$969K 0.28% 110
2021
Q1 		$53.9M Sell
379,492
-218,235
-37% -$27.8M 0.25% 126
2020
Q4 		$62.3M Buy
597,727
+319,607
+115% +$28.7M 0.29% 119
2020
Q3 		$21.3M Buy
+278,120
New +$22.1M 0.11% 165

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

Epoch Investment Partners's LPLA Position: Q2 2026 in Review

Epoch Investment Partners increased its LPL Financial (LPLA) stake by 9.6% in Q2 2026, buying an estimated $11.8M and bringing the position to 447,634 shares worth $126M. The position accounts for 0.72% of the portfolio, ranked #38.

Epoch Investment Partners first reported a position in LPLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $245M in Q1 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Epoch Investment Partners held 447,634 shares of LPL Financial worth $126M as of Q2 2026.
  • Epoch Investment Partners bought 39,333 LPL Financial shares in Q2 2026, an estimated $11.8M.
  • LPL Financial made up 0.72% of Epoch Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Epoch Investment Partners first reported a position in LPL Financial in Q3 2020 and has held it in 24 quarters since.
  • Epoch Investment Partners's LPL Financial position peaked at $245M in Q1 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.