GW&K Investment Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1082917
BOSTON, MA
Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,141,663
-$10,242,948 QoQ
Shares Held
27,064
-47.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GW&K Investment Management, LLC holds $325,777,145 across 15 Capital Markets names. LPLA ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,307,745 | $96,668,510 | |
| 2 | PIPR |
Piper Sandler Companies
|
915,843 | $70,107,780 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
354,095 | $50,855,123 | |
| 4 | MS |
Morgan Stanley
|
293,468 | $48,296,028 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,054,005 | $19,140,730 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $17,681,344 | |
| 7 | PJT |
PJT Partners Inc.
|
63,573 | $8,882,419 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
27,064 | $8,141,663 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,141,663 | 27,064 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,384,611 | 51,473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,087,956 | 51,363 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,035,022 | 53,431 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,592,280 | 53,776 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $148,922 | 950 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $94,486 | 700 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||