Position in HLI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,303
-$18,121 QoQ
Shares Held
23
-88.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
338 | $95,207 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,303 | 23 | Shares | Sole | 2026-04-17 | |
| 2023-09-30 | $21,424 | 200 | Shares | Other | 2023-10-26 | |
| 2023-06-30 | $19,662 | 200 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $17,498 | 200 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $17,432 | 200 | Shares | Other | 2023-01-26 | |
| 2022-06-30 | $15,786 | 200 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $17,560 | 200 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $20,704 | 200 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $18,420 | 200 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $16,358 | 200 | Shares | Other | 2021-07-23 | |
| 2021-03-31 | $13,302 | 200 | Shares | Other | 2021-04-23 | |
| 2020-09-30 | $3,543 | 60 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,894 | 70 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $3,648 | 70 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||