Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$731,241
+$186,438 QoQ
Shares Held
2,596
+43.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 761 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026PRUDENTIAL FINANCIAL INC holds $859,734,147 across 36 Capital Markets names. LPLA ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,267,462 | $264,950,255 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,604,455 | $240,313,062 | |
| 3 | GS |
Goldman Sachs Group Inc
|
199,711 | $201,981,713 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
368,353 | $36,938,438 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
212,315 | $18,479,897 | |
| 6 | SNEX |
StoneX Group Inc.
|
221,646 | $17,510,034 | |
| 7 | BGC |
BGC Group, Inc.
|
1,435,491 | $15,345,398 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
139,760 | $8,325,503 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,241 | 2,596 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $544,803 | 1,811 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,458,119 | 9,682 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,549,670 | 4,658 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,715,862 | 4,576 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $933,657 | 2,854 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $543,312 | 1,664 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,831,495 | 7,873 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,223,786 | 7,962 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,938,698 | 7,338 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,378,400 | 10,449 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $36,988,082 | 155,641 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,669,508 | 150,253 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,938,883 | 68,868 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,883,719 | 36,470 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,350,189 | 10,757 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,737,799 | 9,420 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,201,302 | 6,576 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,032,579 | 6,450 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $979,279 | 6,247 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,008,839 | 7,474 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,034,782 | 7,279 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,226,242 | 21,361 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $72,836 | 950 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $6,899 | 88 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $870 | 16 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||