Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,798,329
+$1,856,152 QoQ
Shares Held
544,207
+1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IBN 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. IBN ranks #13 (1.2% 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 IBN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,798,329 | 544,207 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,942,177 | 538,308 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,722,481 | 494,043 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,480,615 | 445,935 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,118,068 | 419,681 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,002,752 | 380,798 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,922,298 | 332,294 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,289,340 | 244,199 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,849,980 | 237,764 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,900,351 | 261,278 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,204,662 | 302,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,840,537 | 295,871 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,822,209 | 165,607 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,238,122 | 150,052 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,203,557 | 146,348 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,813,502 | 134,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,721,720 | 97,053 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,364,873 | 72,063 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,168,579 | 59,049 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $911,911 | 48,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $686,650 | 40,155 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $603,048 | 37,620 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $464,092 | 31,231 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $204,926 | 20,847 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $206,888 | 22,270 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $137,368 | 16,161 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||