Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$168,162
-$18,995 QoQ
Shares Held
597
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 761 holders
Holding Since
Dec 2022
3 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 Jun 30, 2026HBK Sorce Advisory LLC holds $8,550,088 across 6 Capital Markets names. LPLA ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,234 | $4,282,140 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,120 | $2,133,282 | |
| 3 | MS |
Morgan Stanley
|
6,384 | $1,334,511 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,806 | $592,394 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
597 | $168,162 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,879 | $39,599 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,162 | 597 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $187,157 | 524 | Shares | Sole | 2026-02-09 | |
| 2022-12-31 | $220,061 | 1,018 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||