Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$479,701
+$159,320 QoQ
Shares Held
1,703
+89.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 761 holders
Holding Since
Jun 2020
11 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, 2026NATIXIS holds $148,731,266 across 24 Capital Markets names. LPLA ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
35,968 | $36,376,956 | |
| 2 | MS |
Morgan Stanley
|
97,404 | $20,361,332 | |
| 3 | SF |
Stifel Financial Corp
|
267,361 | $18,653,776 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
248,537 | $14,805,349 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
181,153 | $11,345,612 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
791,645 | $10,536,794 | |
| 7 | CLSK |
Cleanspark, Inc.
|
640,779 | $9,323,334 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
90,544 | $9,079,752 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,701 | 1,703 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $320,381 | 897 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $643,089 | 1,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $316,474 | 844 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $158,008 | 483 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $121,135 | 371 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,160,406 | 5,098 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $230,520 | 970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,721,038 | 49,308 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $2,456,339 | 11,363 | Shares | Sole | 2023-02-24 | |
| 2020-06-30 | $721,280 | 9,200 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||