Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$757,437
-$51,494 QoQ
Shares Held
2,689
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 761 holders
Holding Since
Jun 2022
17 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, 2026Vestcor Inc holds $30,938,252 across 21 Capital Markets names. LPLA ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,219 | $8,312,450 | |
| 2 | MS |
Morgan Stanley
|
23,256 | $4,861,434 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,205 | $3,432,905 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
31,806 | $2,768,394 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
25,868 | $2,594,043 | |
| 6 | EVR |
Evercore Inc.
|
6,824 | $2,329,986 | |
| 7 | SNEX |
StoneX Group Inc.
|
21,992 | $1,737,328 | |
| 8 | MC |
Moelis & Co
|
15,494 | $1,013,617 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,437 | 2,689 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $808,931 | 2,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $960,430 | 2,689 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $894,603 | 2,689 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,083,663 | 2,890 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $948,378 | 2,899 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $926,635 | 2,838 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $366,624 | 1,576 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,134,237 | 4,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,072,916 | 4,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,129,450 | 4,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $908,298 | 3,822 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $889,071 | 4,089 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $830,852 | 4,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $887,377 | 4,105 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $411,616 | 1,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,870 | 1,864 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||