Campbell & CO Investment Adviser LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1353570
BALTIMORE, MD
Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,854,917
+$1,020,324 QoQ
Shares Held
6,166
+61.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Campbell & CO Investment Adviser LLC holds $26,041,635 across 11 Capital Markets names. LPLA ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
39,651 | $5,694,676 | |
| 2 | SF |
Stifel Financial Corp
|
68,328 | $5,050,805 | |
| 3 | EVR |
Evercore Inc.
|
14,272 | $4,260,334 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,334 | $2,820,530 | |
| 5 | PJT |
PJT Partners Inc.
|
18,238 | $2,548,213 | |
| 6 | MS |
Morgan Stanley
|
15,214 | $2,503,767 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,166 | $1,854,917 | |
| 8 | PIPR |
Piper Sandler Companies
|
11,260 | $861,953 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,854,917 | 6,166 | Shares | Sole | 2026-05-15 | |
| 2022-09-30 | $834,593 | 3,820 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $955,658 | 7,080 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $274,098 | 2,630 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||