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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BCV

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,271,096 59,011
2025-12-31 $1,444,809 65,376
2025-09-30 $1,455,698 66,531
2025-06-30 $1,277,772 67,607
2025-03-31 $925,211 53,112
2024-12-31 $799,925 45,168
2024-09-30 $706,956 42,156
2024-06-30 $605,896 38,666
2024-03-31 $637,345 39,859
2023-12-31 $601,535 37,643
2023-09-30 $646,916 41,022
2023-06-30 $1,217,201 71,223
2023-03-31 $2,780,192 163,637
2022-12-31 $3,159,489 192,887
2022-09-30 $3,182,451 190,338
2022-06-30 $3,412,093 188,931
2022-03-31 $4,203,388 184,521
2021-12-31 $4,923,909 186,300
2021-09-30 $2,951,948 99,627
2021-03-31 $508,319 17,237
2020-12-31 $347,664 11,535
2020-09-30 $354,187 14,253