LPL Financial’s EchoStar ECHO Stock Holding History

LPL Financial’s Portfolio ECHO Stock Details ECHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4M	Sell	44,733 -43,267	-49%	-$3.93M	﹤0.01%	3059
2026 Q2	$8.93M	Buy	88,000 +26,248	+43%	+$3.21M	﹤0.01%	2256
2026 Q1	$7.23M	Buy	61,752 +44,944	+267%	+$5.16M	﹤0.01%	2298
2025 Q4	$1.83M	Buy	16,808 +11,997	+249%	+$977K	﹤0.01%	3501
2025 Q3	$367K	Buy	+4,811	New	+$218K	﹤0.01%	4884
2025 Q1	–	Sell	-8,897	Closed	-$204K	–	5492
2024 Q4	$204K	Buy	+8,897	New	+$216K	﹤0.01%	4806
2023 Q4	–	Sell	-45,532	Closed	-$763K	–	4884
2023 Q3	$763K	Buy	+45,532	New	+$861K	﹤0.01%	3137
2022 Q4	–	Sell	-11,847	Closed	-$195K	–	4538
2022 Q3	$195K	Sell	11,847 -9,315	-44%	-$174K	﹤0.01%	3944
2022 Q2	$408K	Buy	21,162 +81	+0.4%	+$1.83K	﹤0.01%	3380
2022 Q1	$513K	Sell	21,081 -1,141	-5%	-$28.1K	﹤0.01%	3180
2021 Q4	$586K	Buy	+22,222	New	+$587K	﹤0.01%	3141

Other funds holding ECHO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $572M AUM 19.3% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

LPL Financial's ECHO Position: Q3 2026 in Review

LPL Financial reduced its EchoStar (ECHO) stake by 49% in Q3 2026, selling an estimated $3.93M and leaving 44,733 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

LPL Financial first reported a position in ECHO in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.93M in Q2 2026. 279 funds tracked by Wall St. Rank hold ECHO as of Q3 2026.

LPL Financial held 44,733 shares of EchoStar worth $4M as of Q3 2026.
LPL Financial sold 43,267 EchoStar shares in Q3 2026, an estimated $3.93M.
EchoStar made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3059 holding.
LPL Financial first reported a position in EchoStar in Q4 2021 and has held it in 11 quarters since.
LPL Financial's EchoStar position peaked at $8.93M in Q2 2026.
279 funds tracked by Wall St. Rank held EchoStar as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.