FIRST UNITED BANK & TRUST
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1214183
OAKLAND, MD
Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,253
-$153 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#723
of 761 holders
Holding Since
Mar 2025
6 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, 2026FIRST UNITED BANK & TRUST holds $385,191 across 10 Capital Markets names. LPLA ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
627 | $131,068 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
6,040 | $80,392 | |
| 3 | GS |
Goldman Sachs Group Inc
|
66 | $66,750 | |
| 4 | WULF |
Terawulf Inc.
|
2,540 | $62,738 | |
| 5 | SCHW |
Schwab Charles Corp
|
173 | $15,962 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
100 | $10,028 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
100 | $6,263 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
64 | $5,570 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,253 | 8 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,406 | 8 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,857 | 8 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,651 | 23 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,999 | 8 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,617 | 8 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||