Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,156,859
-$799,438 QoQ
Shares Held
4,107
-36.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#360
of 764 holders
Holding Since
Mar 2022
18 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. LPLA ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,859 | 4,107 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,956,297 | 6,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,458,043 | 6,882 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,343,468 | 7,044 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,652,912 | 7,075 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $173,711 | 531 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $151,500 | 464 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $130,040 | 559 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $171,490 | 614 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $141,611 | 536 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $100,607 | 442 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $111,695 | 470 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $95,234 | 438 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $91,687 | 453 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $87,981 | 407 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $46,973 | 215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,916 | 276 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $27,950 | 153 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||