Position in COFS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,489,881
-$84,095 QoQ
Shares Held
52,983
-0.6% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. COFS ranks #75 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in COFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,489,881 | 52,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,573,976 | 53,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $603,729 | 20,847 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $576,755 | 20,096 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $580,175 | 20,166 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $718,359 | 20,156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $589,731 | 19,079 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $494,986 | 17,277 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $236,011 | 8,055 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $448,890 | 18,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $439,278 | 18,137 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $392,928 | 16,338 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $503,281 | 16,335 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $402,503 | 15,469 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $493,947 | 16,710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $424,099 | 16,710 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||