Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$249,850
-$3,748 QoQ
Shares Held
887
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 762 holders
Holding Since
Sep 2022
16 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, 2026Vontobel Holding Ltd. holds $112,561,438 across 25 Capital Markets names. LPLA ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,962 | $44,461,846 | |
| 2 | MS |
Morgan Stanley
|
155,485 | $32,502,581 | |
| 3 | FUTU |
Futu Holdings Ltd
|
113,910 | $10,677,922 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
81,840 | $8,206,914 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
30,239 | $2,632,001 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,129 | $2,595,461 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
30,890 | $1,934,640 | |
| 8 | IREN |
IREN Ltd
|
40,502 | $1,852,156 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,850 | 887 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $253,598 | 843 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $301,094 | 843 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $280,457 | 843 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $316,098 | 843 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $631,052 | 1,929 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $673,263 | 2,062 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $479,682 | 2,062 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $575,916 | 2,062 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $584,410 | 2,212 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $307,286 | 1,350 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $320,826 | 1,350 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $293,530 | 1,350 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $310,480 | 1,534 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $331,603 | 1,534 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $290,359 | 1,329 | Shares | Defined | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||