Position in LPLA
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$14,084
-$957 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#658
of 761 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EASTERN BANK holds $24,921,890 across 11 Capital Markets names. LPLA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
70,264 | $14,687,986 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,678 | $9,788,038 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,500 | $150,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,096 | $99,242 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,130 | $98,355 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
679 | $33,936 | |
| 7 | NMR |
Nomura Holdings Inc
|
3,532 | $31,010 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
50 | $14,084 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,084 | 50 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $15,041 | 50 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $30,716 | 86 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $28,610 | 86 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $18,748 | 50 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $16,357 | 50 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $16,325 | 50 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $11,631 | 50 | Shares | Defined | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||