Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,710,288
-$485,387 QoQ
Shares Held
13,172
-5.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 761 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 1%
None 3%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMERCE BANK holds $363,398,585 across 12 Capital Markets names. LPLA ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,219,953 | $255,018,974 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61,807 | $62,509,745 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
224,334 | $19,526,030 | |
| 4 | SCHW |
Schwab Charles Corp
|
88,912 | $8,203,909 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
35,858 | $4,809,632 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
87,675 | $4,381,996 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
13,172 | $3,710,288 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,736 | $1,468,588 |
All Filings in LPLA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,710,288 | 13,172 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,195,675 | 13,947 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,242,540 | 14,678 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,972,383 | 14,946 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,683,044 | 15,156 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $5,113,851 | 15,632 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,143,611 | 18,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,779,382 | 20,545 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $49,232,490 | 176,271 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $48,484,133 | 183,513 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $41,810,378 | 183,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $46,338,422 | 194,986 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,485,385 | 195,398 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $40,615,808 | 200,671 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $42,851,162 | 198,229 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $42,973,485 | 196,693 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $46,143,612 | 250,128 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,797,163 | 239,748 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||