Manchester Capital Management LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1393389
MANCHESTER, VT
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,408
-$697 QoQ
Shares Held
5
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 761 holders
Holding Since
Dec 2020
19 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, 2026Manchester Capital Management LLC holds $1,866,380 across 17 Capital Markets names. LPLA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,098 | $1,110,484 | |
| 2 | MS |
Morgan Stanley
|
1,361 | $284,503 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,341 | $216,004 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,140 | $214,599 | |
| 5 | EVR |
Evercore Inc.
|
59 | $20,144 | |
| 6 | NMR |
Nomura Holdings Inc
|
530 | $4,653 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
70 | $3,498 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
35 | $3,046 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408 | 5 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,105 | 7 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,000 | 14 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,326 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374 | 1 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $654 | 2 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $326 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $232 | 1 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $279 | 1 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $264 | 1 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $227 | 1 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $237 | 1 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $217 | 1 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $17,341 | 94 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,171 | 94 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $29,616 | 185 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $29,000 | 185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,233 | 61 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $312 | 3 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||