ARGENT CAPITAL MANAGEMENT LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1120926 ST LOUIS, MO

Position in LPLA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,489,415

-$4,191,034 QoQ

Shares Held

15,938

-44.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#225

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ARGENT CAPITAL MANAGEMENT LLC holds $43,669,209 across 3 Capital Markets names. LPLA ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	164,129	$22,014,622
2	SCHW	Schwab Charles Corp	186,032	$17,165,172
3	LPLA	LPL Financial Holdings Inc. This page	15,938	$4,489,415

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,489,415	15,938	-44.8%	Shares	Sole	2026-07-15
2026-03-31	$8,680,449	28,855	+50.9%	Shares	Sole	2026-05-21
2025-12-31	$6,831,590	19,127	-0.6%	Shares	Sole	2026-01-05
2025-09-30	$6,404,615	19,251	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$7,210,298	19,229	-0.1%	Shares	Sole	2025-07-14
2025-03-31	$6,296,136	19,246	+0.5%	Shares	Sole	2025-07-14
2024-12-31	$6,251,686	19,147	+23.8%	Shares	Sole	2025-01-14
2024-09-30	$3,597,622	15,465	+2.0%	Shares	Sole	2024-10-23
2024-06-30	$4,235,584	15,165	+366.6%	Shares	Sole	2024-07-24
2024-03-31	$858,650	3,250	0.0%	Shares	Sole	2024-04-29
2023-12-31	$739,765	3,250	0.0%	Shares	Sole	2024-02-14
2023-09-30	$772,362	3,250	0.0%	Shares	Sole	2023-10-24
2023-06-30	$706,647	3,250	-24.2%	Shares	Sole	2023-07-31
2023-03-31	$867,486	4,286	-98.9%	Shares	Sole	2023-05-10
2022-12-31	$81,585,368	377,413	-4.0%	Shares	Sole	2023-02-03
2022-09-30	$85,910,924	393,221	-33.2%	Shares	Sole	2022-11-09
2022-06-30	$108,657,613	588,994	-2.1%	Shares	Sole	2022-08-01
2022-03-31	$109,883,116	601,506	-1.1%	Shares	Sole	2022-05-11
2021-12-31	$97,409,802	608,469	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$95,670,628	610,300	-0.9%	Shares	Sole	2021-11-08
2021-06-30	$83,167,522	616,147	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$88,981,782	625,927	-2.5%	Shares	Sole	2021-05-12
2020-12-31	$66,901,006	641,921	+41.0%	Shares	Sole	2021-02-10
2020-09-30	$34,905,627	455,271	+2292.9%	Shares	Sole	2020-11-10
2020-06-30	$1,491,638	19,026	+22.5%	Shares	Sole	2020-08-10
2020-03-31	$845,080	15,526	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.