PEAPACK GLADSTONE FINANCIAL CORP
Position in LPLA — LPL Financial Holdings Inc.
CIK 1050743
BEDMINSTER, NJ
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,992
-$7,606 QoQ
Shares Held
710
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 761 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $72,167,122 across 6 Capital Markets names. LPLA ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
204,988 | $42,850,690 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,654 | $14,820,614 | |
| 3 | SCHW |
Schwab Charles Corp
|
140,026 | $12,920,197 | |
| 4 | IREN |
IREN Ltd
|
24,200 | $1,106,666 | |
| 5 | SF |
Stifel Financial Corp
|
3,855 | $268,963 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
710 | $199,992 |
All Filings in LPLA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,992 | 710 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $207,598 | 624 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $211,483 | 564 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||