PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Position in LPLA — LPL Financial Holdings Inc.
CIK 1004140
HUNTINGDON VALLEY, PA
Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$442,800
-$30,104 QoQ
Shares Held
1,572
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#470
of 761 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds $2,710,680 across 3 Capital Markets names. LPLA ranks #2 (16.3% of the industry book) .
All Filings in LPLA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,800 | 1,572 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $472,904 | 1,572 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $561,471 | 1,572 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $522,988 | 1,572 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $589,452 | 1,572 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $514,264 | 1,572 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $514,253 | 1,575 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $366,392 | 1,575 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $439,059 | 1,572 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $415,322 | 1,572 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $357,818 | 1,572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $373,585 | 1,572 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $341,799 | 1,572 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $318,172 | 1,572 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $339,819 | 1,572 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $343,450 | 1,572 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $290,002 | 1,572 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $287,172 | 1,572 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $251,661 | 1,572 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $246,426 | 1,572 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||