Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,594,272
+$399,718 QoQ
Shares Held
9,210
+26.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 761 holders
Holding Since
Sep 2022
15 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, 2026Candriam S.C.A. holds $239,837,489 across 8 Capital Markets names. LPLA ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
440,328 | $92,046,165 | |
| 2 | SCHW |
Schwab Charles Corp
|
821,827 | $75,829,977 | |
| 3 | SNEX |
StoneX Group Inc.
|
584,098 | $46,143,781 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
168,854 | $16,932,679 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,479 | $3,610,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
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|
9,210 | $2,594,272 | |
| 7 | GS |
Goldman Sachs Group Inc
|
1,628 | $1,646,510 | |
| 8 | TW |
Tradeweb Markets Inc.
|
10,373 | $1,033,773 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,272 | 9,210 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,194,554 | 7,295 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $2,384,056 | 7,166 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,576,418 | 6,871 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,073,413 | 6,338 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,069,746 | 6,339 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,474,641 | 6,339 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,265,123 | 8,110 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,657,326 | 6,273 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,180,437 | 5,186 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,508,126 | 6,346 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,788,560 | 35,821 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,105,256 | 69,690 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,844,175 | 64,043 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,431,429 | 20,283 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||