CHESAPEAKE ASSET MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1079397
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,098
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#709
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHESAPEAKE ASSET MANAGEMENT LLC holds $1,066,685 across 7 Capital Markets names. LPLA ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
638 | $645,254 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,087 | $309,564 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
1,120 | $70,145 | |
| 4 | MS |
Morgan Stanley
|
114 | $23,830 | |
| 5 | IREN |
IREN Ltd
|
255 | $11,661 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
36 | $3,133 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
11 | $3,098 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098 | 11 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||