Kentucky Retirement Systems Insurance Trust Fund
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1584686
FRANKFORT, KY
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$588,147
-$42,693 QoQ
Shares Held
2,088
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#438
of 761 holders
Holding Since
Mar 2025
6 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, 2026Kentucky Retirement Systems Insurance Trust Fund holds $21,899,096 across 7 Capital Markets names. LPLA ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,698 | $7,785,526 | |
| 2 | MS |
Morgan Stanley
|
29,722 | $6,213,086 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,751 | $4,036,904 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,877 | $1,993,265 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,234 | $977,807 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,088 | $588,147 | |
| 7 | TW |
Tradeweb Markets Inc.
|
3,054 | $304,361 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,147 | 2,088 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $630,840 | 2,097 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $748,985 | 2,097 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $697,650 | 2,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $806,560 | 2,151 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $707,930 | 2,164 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||