EAM
LPLA icon

Erste Asset Management’s LPL Financial LPLA Stock Holding History

Erste Asset Management’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 		$374K Hold
1,246
– – ﹤0.01% 535
2025
Q4 		$456K Buy
+1,246
New +$441K ﹤0.01% 510
2025
Q3 		– Sell
-1,000
Closed -$362K – 751
2025
Q2 		$365K Buy
+1,000
New +$350K ﹤0.01% 682
2025
Q1 		– Hold
0
– – – 706
2024
Q4 		– Hold
0
– – – 727
2024
Q3 		– Hold
0
– – – 738
2024
Q2 		– Hold
0
– – – 735
2024
Q1 		– Hold
0
– – – 737
2023
Q4 		– Hold
0
– – – 754
2023
Q3 		– Hold
0
– – – 754
2023
Q2 		– Hold
0
– – – 780
2023
Q1 		– Hold
0
– – – 783
2022
Q4 		– Hold
0
– – – 776
2022
Q3 		– Hold
0
– – – 757
2022
Q2 		– Hold
0
– – – 773

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return