TRAN CAPITAL MANAGEMENT, L.P.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1009262
SAN RAFAEL, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,936,897
+$7,380,964 QoQ
Shares Held
28,177
+1424.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#175
of 761 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRAN CAPITAL MANAGEMENT, L.P. holds $8,886,816 across 2 Capital Markets names. LPLA ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
28,177 | $7,936,897 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,295 | $949,919 |
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,936,897 | 28,177 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $555,933 | 1,848 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $660,407 | 1,849 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $849,690 | 2,554 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $957,673 | 2,554 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||