Yorktown Management & Research Co Inc
Position in LPLA — LPL Financial Holdings Inc.
CIK 1313559
Forest, VA
Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$802,788
+$171,045 QoQ
Shares Held
2,850
+35.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#394
of 761 holders
Holding Since
Sep 2020
24 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, 2026Yorktown Management & Research Co Inc holds $7,231,809 across 12 Capital Markets names. LPLA ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
23,625 | $1,866,375 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
12,400 | $1,079,296 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,850 | $802,788 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,850 | $516,400 | |
| 5 | SF |
Stifel Financial Corp
|
7,350 | $512,809 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
16,500 | $451,770 | |
| 7 | IREN |
IREN Ltd
|
9,450 | $432,148 | |
| 8 | MRX |
Marex Group Ltd
|
5,900 | $359,605 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,788 | 2,850 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $631,743 | 2,100 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,889,429 | 5,290 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,759,930 | 5,290 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,983,591 | 5,290 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,730,570 | 5,290 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,857,841 | 5,690 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,323,664 | 5,690 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,589,217 | 5,690 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,503,298 | 5,690 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,295,157 | 5,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,898,823 | 7,990 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,826,412 | 8,400 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,165,680 | 10,700 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,313,019 | 10,700 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,621,760 | 12,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,213,760 | 12,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,228,696 | 12,200 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,833,593 | 17,700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,461,132 | 15,700 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,051,696 | 15,200 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,231,912 | 15,700 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,584,144 | 15,200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,203,719 | 15,700 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||