Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,535
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#720
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, 2026WEBSTER BANK, N. A. holds $4,810,285 across 10 Capital Markets names. LPLA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
33,435 | $3,085,046 | |
| 2 | MS |
Morgan Stanley
|
4,114 | $859,990 | |
| 3 | GS |
Goldman Sachs Group Inc
|
826 | $835,391 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
58 | $7,779 | |
| 5 | SF |
Stifel Financial Corp
|
76 | $5,302 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
150 | $4,606 | |
| 7 | TW |
Tradeweb Markets Inc.
|
35 | $3,488 | |
| 8 | STEX |
Streamex Corp.
|
4,000 | $3,400 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535 | 9 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||