Zurcher Kantonalbank (Zurich Cantonalbank)
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1368163
ZURICH, V8
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,970,626
-$1,115,861 QoQ
Shares Held
35,397
-4.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Zurcher Kantonalbank (Zurich Cantonalbank) holds $632,797,724 across 38 Capital Markets names. LPLA ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,328,385 | $277,685,600 | |
| 2 | GS |
Goldman Sachs Group Inc
|
188,563 | $190,706,961 | |
| 3 | SCHW |
Schwab Charles Corp
|
458,006 | $42,260,213 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
280,561 | $24,420,029 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
210,989 | $21,157,976 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
35,397 | $9,970,626 | |
| 7 | IREN |
IREN Ltd
|
190,282 | $8,701,595 | |
| 8 | EVR |
Evercore Inc.
|
15,827 | $5,403,970 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,970,626 | 35,397 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,086,487 | 36,853 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,502,454 | 37,804 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,657,523 | 38,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,017,503 | 37,383 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,209,972 | 28,153 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,056,734 | 27,738 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,330,792 | 27,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,292,523 | 26,110 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,716,228 | 25,421 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,376,091 | 28,012 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,839,329 | 28,779 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,962,326 | 32,021 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,263,268 | 30,945 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,832,266 | 26,980 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,672,833 | 25,965 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,519,575 | 24,499 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,973,126 | 10,801 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,734,575 | 10,835 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,208,776 | 7,711 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,040,830 | 7,711 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,133,583 | 7,974 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,029,693 | 9,880 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $691,946 | 9,025 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $707,560 | 9,025 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $379,540 | 6,973 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||