Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$35,773
-$2,432 QoQ
Shares Held
127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 761 holders
Holding Since
Jun 2020
25 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, 2026Smithfield Trust Co holds $2,805,500 across 11 Capital Markets names. LPLA ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061 | $1,073,063 | |
| 2 | MS |
Morgan Stanley
|
4,668 | $975,798 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,106 | $378,860 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,700 | $147,967 | |
| 5 | BGC |
BGC Group, Inc.
|
9,713 | $103,831 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
127 | $35,773 | |
| 7 | SNEX |
StoneX Group Inc.
|
424 | $33,535 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
439 | $21,941 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,773 | 127 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $38,205 | 127 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $45,360 | 127 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $51,234 | 154 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $57,745 | 154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,929 | 119 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,854 | 119 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,682 | 119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,236 | 119 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,439 | 119 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $27,086 | 119 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,280 | 119 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,784 | 45 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $22,871 | 113 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $37,829 | 175 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $65,543 | 300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $123,601 | 670 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $122,395 | 670 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $107,260 | 670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $105,029 | 670 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $90,436 | 670 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $95,247 | 670 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,689 | 45 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,450 | 45 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,528 | 45 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||