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Equibles

ARGENT CAPITAL MANAGEMENT LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1120926 ST LOUIS, MO
Back to LPLA Full portfolio

Position in LPLA

as of Sep 30, 2026 · filed Oct 5, 2026
Position Value
$4,662,226
+$172,811 QoQ
Shares Held
15,246
-4.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1
of 11 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Sep 30, 2026

ARGENT CAPITAL MANAGEMENT LLC holds $60,000,737 across 5 Capital Markets names. LPLA ranks #4 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HLI
Houlihan Lokey, Inc.
 158,547 $20,030,827
2 SCHW
Schwab Charles Corp
 181,928 $17,781,642
3 SF
Stifel Financial Corp
 199,915 $14,002,046
4 LPLA
LPL Financial Holdings Inc.
This page 		15,246 $4,662,226
5 MRX
Marex Group Ltd
 50,516 $3,523,996

All Filings in LPLA

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $4,662,226 15,246
2026-06-30 $4,489,415 15,938
2026-03-31 $8,680,449 28,855
2025-12-31 $6,831,590 19,127
2025-09-30 $6,404,615 19,251
2025-06-30 $7,210,298 19,229
2025-03-31 $6,296,136 19,246
2024-12-31 $6,251,686 19,147
2024-09-30 $3,597,622 15,465
2024-06-30 $4,235,584 15,165
2024-03-31 $858,650 3,250
2023-12-31 $739,765 3,250
2023-09-30 $772,362 3,250
2023-06-30 $706,647 3,250
2023-03-31 $867,486 4,286
2022-12-31 $81,585,368 377,413
2022-09-30 $85,910,924 393,221
2022-06-30 $108,657,613 588,994
2022-03-31 $109,883,116 601,506
2021-12-31 $97,409,802 608,469
2021-09-30 $95,670,628 610,300
2021-06-30 $83,167,522 616,147
2021-03-31 $88,981,782 625,927
2020-12-31 $66,901,006 641,921
2020-09-30 $34,905,627 455,271
2020-06-30 $1,491,638 19,026
2020-03-31 $845,080 15,526