OSTERWEIS CAPITAL MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,717
-$1,341 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 761 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $5,843,456 across 5 Capital Markets names. LPLA ranks #5 (0.3% of the industry book) .
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,717 | 70 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,058 | 70 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,001 | 70 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,288 | 70 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,247 | 70 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||