Position in LPLA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,227,699
-$713,994 QoQ
Shares Held
18,559
-6.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#211
of 761 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026REINHART PARTNERS, LLC. holds $5,227,699 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
18,559 | $5,227,699 |
All Filings in LPLA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,227,699 | 18,559 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,941,693 | 19,751 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,456,280 | 20,876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,370,213 | 28,165 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,142,608 | 29,716 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,671,633 | 32,621 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,559,760 | 35,404 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $29,487,480 | 126,757 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $21,463,646 | 76,848 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,035,607 | 75,835 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $16,985,004 | 74,620 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $16,703,705 | 70,287 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,273,192 | 65,645 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $13,065,122 | 64,551 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,676,432 | 72,519 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $16,430,351 | 75,203 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,740,874 | 79,905 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $23,828,961 | 130,441 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $22,142,688 | 138,314 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $35,005,918 | 223,309 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $33,977,435 | 251,722 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $39,170,339 | 275,537 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $26,525,240 | 254,512 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $14,274,957 | 186,187 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $13,079,942 | 166,836 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||