Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,763
-$507,671 QoQ
Shares Held
1,121
-49.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#507
of 752 holders
Holding Since
Mar 2024
3 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, 2026OXFORD ASSET MANAGEMENT LLP holds $4,285,035 across 9 Capital Markets names. LPLA ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
15,022 | $1,048,084 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,392 | $958,869 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
13,011 | $399,567 | |
| 4 | LCLN |
Lincoln International, Inc.
|
15,104 | $360,532 | |
| 5 | TW |
Tradeweb Markets Inc.
|
3,306 | $329,475 | |
| 6 | MARA |
MARA Holdings, Inc.
|
23,440 | $325,581 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,121 | $315,763 | |
| 8 | LAZ |
Lazard, Inc.
|
7,472 | $313,375 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,763 | 1,121 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $823,434 | 2,196 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $267,370 | 1,012 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||