Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$647,582
-$176,692 QoQ
Shares Held
2,299
-16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 762 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $90,748,808 across 16 Capital Markets names. LPLA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,896 | $51,474,687 | |
| 2 | MS |
Morgan Stanley
|
109,842 | $22,961,371 | |
| 3 | SCHW |
Schwab Charles Corp
|
93,682 | $8,644,038 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
17,971 | $1,802,131 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
53,089 | $1,630,363 | |
| 6 | EVR |
Evercore Inc.
|
2,037 | $695,513 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
13,322 | $665,833 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,299 | $647,582 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,582 | 2,299 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $824,274 | 2,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $252,162 | 706 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $203,608 | 543 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||