LPL Financial
EROC

LPL Financial’s ERock Inc EROC Stock Holding History

LPL Financial’s Portfolio EROC Stock Details EROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Buy
+12,915
New +$206K ﹤0.01% 5779

Other funds holding EROC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's EROC Position: Q2 2026 in Review

LPL Financial opened a new position in ERock Inc (EROC) in Q2 2026: 12,915 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #5779 among its holdings.

16 funds tracked by Wall St. Rank hold EROC as of Q2 2026.

  • LPL Financial held 12,915 shares of ERock Inc worth $187K as of Q2 2026.
  • ERock Inc was a new LPL Financial position in Q2 2026.
  • ERock Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5779 holding.
  • 16 funds tracked by Wall St. Rank held ERock Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.