Position in COFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,784,728
+$294,847 QoQ
Shares Held
52,492
-0.9% QoQ
Ownership
0.351%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 127 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COFS 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. COFS ranks #72 (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 COFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,784,728 | 52,492 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||