Position in LPLA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$225,622
-$41,183 QoQ
Shares Held
750
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026INTRUST BANK NA holds $8,065,589 across 9 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,229 | $3,601,549 | |
| 2 | EVR |
Evercore Inc.
|
2,879 | $983,005 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
4,562 | $611,900 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,438 | $545,322 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,675 | $523,631 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,664 | $516,114 | |
| 7 | GS |
Goldman Sachs Group Inc
|
490 | $495,571 | |
| 8 | PJT |
PJT Partners Inc.
|
3,038 | $458,555 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,622 | 750 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $266,805 | 747 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $248,518 | 747 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,101 | 747 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $254,514 | 778 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $262,513 | 804 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $255,559 | 915 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $250,725 | 949 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $221,701 | 974 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $255,473 | 1,075 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,784 | 1,181 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $289,633 | 1,431 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $348,898 | 1,614 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $452,908 | 2,073 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $329,480 | 1,786 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $223,234 | 1,222 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||