First Eagle Investment's LPLA Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 6 shares of LPL Financial Holdings Inc. (LPLA) worth $1,805, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, First Eagle Investment has initiated a new position in LPLA, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 4 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -4 | Reduce 40.00% | 6 | $300.83 |
| Q4 2025 | +10 | New Buy | 10 | $357.20 |
First Eagle Investment's LPL Financial Holdings Investment FAQs
First Eagle Investment first purchased LPL Financial Holdings Inc. (LPLA) in Q4 2025, acquiring 10 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held LPL Financial Holdings Inc. (LPLA) for 2 quarters since Q4 2025.
First Eagle Investment's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q4 2025, adding 10 shares worth $3,572.
According to the latest 13F filing for Q1 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 6 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $1,805.
As of the Q1 2026 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.00% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in LPL Financial Holdings Inc. (LPLA) was 10 shares, as reported at the end of Q4 2025.