Position in LOB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,013,264
-$78,928 QoQ
Shares Held
30,640
-3.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LOB 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. LOB ranks #91 (0.1% 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 LOB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,264 | 30,640 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,092,192 | 31,796 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,089,284 | 30,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $794,736 | 26,669 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $521,336 | 19,555 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $408,393 | 10,326 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $453,283 | 9,569 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $281,952 | 8,042 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $325,355 | 7,838 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $347,347 | 7,634 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,130 | 7,742 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $219,399 | 8,339 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $252,774 | 8,370 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $256,091 | 8,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,115 | 8,590 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $523,810 | 10,293 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $913,577 | 10,466 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $711,001 | 11,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $679,916 | 11,524 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $817,770 | 11,940 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $526,900 | 11,102 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $261,152 | 10,310 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||