Position in FINW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$239,723
+$12,693 QoQ
Shares Held
15,115
+19.4% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINW 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. FINW ranks #155 (0.0% 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 FINW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,723 | 15,115 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $227,030 | 12,655 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $264,770 | 13,655 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $165,282 | 10,595 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $108,174 | 10,595 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $121,554 | 12,095 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||