Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,518,782
-$215,160 QoQ
Shares Held
8,942
-1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#43
of 223 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. LPLA ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in LPLA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,782 | 8,942 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,733,942 | 9,088 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,308,822 | 9,264 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,081,374 | 9,262 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,482,345 | 9,287 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,073,479 | 9,395 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,051,235 | 9,345 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,168,809 | 9,323 | Shares | Defined | 2024-10-22 | |
| 2023-12-31 | $432,250 | 1,899 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $452,010 | 1,902 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $413,117 | 1,900 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $422,408 | 2,087 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $452,876 | 2,095 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $457,934 | 2,096 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $390,728 | 2,118 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $354,947 | 1,943 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $274,394 | 1,714 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $261,789 | 1,670 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $225,416 | 1,670 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $237,407 | 1,670 | Shares | Defined | 2021-04-30 | |
| 2020-03-31 | $232,742 | 4,276 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||