Skip to main content
Equibles

LPL Financial LLC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1403438 FORT MILL, SC
Back to LOB Full portfolio

Position in LOB

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,223,770
+$210,506 QoQ
Shares Held
29,965
-2.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 240 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. LOB ranks #93 (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 LOB

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,223,770 29,965
2026-03-31 $1,013,264 30,640
2025-12-31 $1,092,192 31,796
2025-09-30 $1,089,284 30,928
2025-06-30 $794,736 26,669
2025-03-31 $521,336 19,555
2024-12-31 $408,393 10,326
2024-09-30 $453,283 9,569
2024-06-30 $281,952 8,042
2024-03-31 $325,355 7,838
2023-12-31 $347,347 7,634
2023-09-30 $224,130 7,742
2023-06-30 $219,399 8,339
2022-12-31 $252,774 8,370
2022-09-30 $256,091 8,369
2022-06-30 $291,115 8,590
2022-03-31 $523,810 10,293
2021-12-31 $913,577 10,466
2021-09-30 $711,001 11,174
2021-06-30 $679,916 11,524
2021-03-31 $817,770 11,940
2020-12-31 $526,900 11,102
2020-09-30 $261,152 10,310