Position in LPLA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,211
+$1,711 QoQ
Shares Held
14
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,355,567 across 9 Capital Markets names. LPLA ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
19,629 | $1,844,733 | |
| 2 | MS |
Morgan Stanley
|
1,636 | $269,236 | |
| 3 | GS |
Goldman Sachs Group Inc
|
257 | $217,419 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
215 | $14,420 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
14 | $4,211 | |
| 6 | MRX |
Marex Group Ltd
|
56 | $2,496 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,451 | |
| 8 | SF |
Stifel Financial Corp
|
16 | $1,182 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,211 | 14 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,500 | 7 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,328 | 7 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,624 | 7 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,962 | 6 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||