Position in ATLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,733,547
+$120,013 QoQ
Shares Held
58,546
+2.4% QoQ
Ownership
0.661%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 99 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATLO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. ATLO ranks #75 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in ATLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,733,547 | 58,546 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,613,534 | 57,177 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,331,106 | 57,975 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $841,394 | 41,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $741,020 | 41,607 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $738,415 | 42,147 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $546,396 | 33,256 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $628,497 | 34,476 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $810,666 | 39,564 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $810,630 | 40,170 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $856,779 | 40,149 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $912,931 | 55,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $737,264 | 40,891 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $817,336 | 39,295 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $935,711 | 39,632 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $883,296 | 39,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $882,586 | 39,792 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $606,012 | 24,377 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $573,139 | 23,403 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $528,272 | 22,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $521,254 | 21,267 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $532,115 | 20,802 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $502,834 | 20,934 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $349,352 | 20,684 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||